Becky Kuang
Becky is a Senior Vice President on the Operations Team at Robertson Stephens, based in the firm’s San Francisco office. With more than 20 years of experience in private wealth management and asset management, she brings extensive experience in driving operational excellence, business transformation, and strategic execution. She plays an integral role in supporting the […]
Josh Young, CFP®
Josh is a Managing Director and Principal at Robertson Stephens. He works closely with his clients to build trust and deliver comprehensive investment and wealth management solutions. Josh has deep experience helping high-net-worth families/individuals, corporate executives, and charitable foundations navigate every corner of wealth preservation and growth. Before joining Robertson Stephens, Josh was a Managing […]
Victor Dussartre
Victor is a Senior Vice President on the Technology and Operations team at Robertson Stephens, bringing more than 10 years of experience across private wealth management and asset management. He specializes in data management and analytics, operational strategy, and business transformation, bridging business and technology strategies to drive operational excellence. Prior to joining Robertson Stephens, […]
Sean Lane
Sean is a Vice President at Robertson Stephens, where he provides hands-on wealth planning support, portfolio oversight, tax integration, and a highly personalized client experience. With more than 15 years of experience in wealth management and financial planning, Sean is known for his ability to listen carefully, understand each client’s unique priorities, and deliver thoughtful […]
Adam Robertson
Adam is an Associate at Robertson Stephens’ Bellevue, WA office. He works with the Managing Director and Principal Michael Ridgeway, along with Vice President Eli Ince, PhD, CFA. Together, they use their combined 50+ years of industry experience to provide an institutional-grade wealth management experience. Adam brings 10+ years of custodial expertise to Robertson Stephens. Prior […]
Eli Ince, PhD, CFA
Eli Ince is a Vice President at Robertson Stephens and a member of the Bellevue, Washington team alongside Michael Ridgeway and Adam Robertson. He works with high-net-worth and ultra-high-net-worth individuals and families, helping them navigate investment strategy, wealth planning, and complex financial decisions. Eli brings more than thirteen years of experience in investment management, financial planning, and wealth […]
James Everitt
James Everitt is an Analyst working with Jeanette Garretty and John Murray. He is part of the corporate services team, assisting with client reporting, advisor analytics, and growth insights. He helps translate the firm’s data into the dashboards, reviews, and analysis that help advisors deliver better outcomes for clients. Before joining Robertson Stephens, James worked at Goalvest […]
Zack Cox
Zack Cox is a Senior Vice President at Robertson Stephens on the Technology and Operations team. He brings 12 years of experience across wealth management operations, investment oversight, and technology consulting, with a focus on building scalable infrastructure that enhances advisor and client experience. Prior to joining Robertson Stephens, Zack was Director of Operations at […]
Logan Schuelke
Logan Schuelke is the Chief of Staff to the CEO at Robertson Stephens, where he drives implementation of the firm’s strategy and the management team’s agenda. Logan is responsible for helping execute the firm’s key priorities, while leading a portfolio of strategic growth efforts. Prior to joining Robertson Stephens, Logan was an Engagement Manager at […]
Morgan Ostos
Morgan is an Associate at Roberston Stephens, where she works with Pam Friedman, CFP®, CDFA® & Abril Espinoza, ChFC®, CDS®, to offer clients personalized investment management and financial planning guidance. Prior to joining Robertson Stephens, Morgan served as a Senior Manager in Consulting at PricewaterhouseCoopers (PwC). In this role, she helped global technology, financial services, […]
Sam Sullivan
Sam Sullivan is a Vice President at Robertson Stephens in the Westport, CT office, where he partners with individuals, families, and entrepreneurs to deliver customized wealth management strategies aligned with their long-term financial goals. Before joining Robertson Stephens, Sam spent more than a decade in senior leadership roles across sports marketing, sponsorship strategy, and experiential […]
Kiarra Coke
Kiarra Coke is an Operations Associate at Robertson Stephens. She brings over five years of experience in the financial services industry, fully supporting both clients and advisors across onboarding, account maintenance, and operational service requests. Kiarra began her career at Fidelity Investments, where she developed a strong foundation in financial services while supporting clients across a range […]