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 […]
Evan Small
Evan Small is an Analyst on the Corporate Development Team at Robertson Stephens. In his role, he helps drive business growth and develop strategic relationships. Before joining Robertson Stephens, Evan worked at AlphaSights as an Associate on the Capital Markets team in New York. During his time there, he partnered with leading hedge funds and […]
Anthony Foti
Anthony joined as a Marketing Associate in 2025. He is a seasoned Marketing Operations Leader with expertise in marketing automation, revenue operations (RevOps), and process optimization. He thrives at the intersection of marketing, technology, and efficiency — helping organizations streamline workflows, integrate powerful tools, and build automation strategies that convert leads into revenue. With over […]
Hunter Norte, CFA®
Hunter Norte is a Vice President at Robertson Stephens where he serves as the Portfolio Manager for the team. He specializing in security analysis, portfolio construction, risk management, and trading. He brings extensive experience in global capital markets to his role. Hunter’s career began at Wells Fargo in credit markets, navigating the complexities of the […]
Megan Grandmaison, MBA
Megan Grandmaison is the Vice President of Client Service at Robertson Stephens, where she leads the team through all stages of client engagement. She’s instrumental in assisting clients with new accounts, money movement, operations, charitable gifting, and family office services. With over a decade of experience in customer service and more than five years as […]