Patrick Pierce
Patrick is a Vice President and has been with the Milwaukee team since 1999. Before joining, Patrick was a Trust Accountant and Performance Analyst at US Bank. Patrick is responsible for client performance reporting. Patrick has over 20 years’ experience in client performance reporting and takes pride in providing timely quarterly reporting as well as […]
Tony Jones, CFA®
Tony is a Vice President at Robertson Stephens. Tony conducts research on diverse investment management firms in order to help connect our clients to high-quality investment managers. He is responsible for all facets of our investment due diligence process, including regular meetings with portfolio managers, leading our internal discussions about those managers, and performing a […]
Julia Ramer
Julia is a Vice President on the Milwaukee team. She works on a wide variety of tasks, including consulting, client performance reporting, manager due diligence, and client service provider searches. Prior to joining, Julia spent two years interning on Baird’s trading floor as an Operations Intern, and one year interning as an Equity Analyst at […]
Dan Strasser
Dan is a Vice President and is responsible for client performance reporting and client service, reporting to the Milwaukee team’s larger client relationships. Prior to joining the team, Dan was a Record Keeping Manager for US Bank, where he managed a team of accountants. Dan provides a broad range of expertise to clients and the […]
Bob Bukowski
Bob is a Managing Director and Principal at Robertson Stephens. He has worked in the financial services industry for over 30 years. He has conducted on-site due diligence on frontier market companies in Africa (Ghana, Kenya, and Ivory Coast), Eastern Europe (Georgia, Bulgaria, Romania, and the Ukraine), Asia (Bangladesh, Laos, and Vietnam), and met staff […]
Bailey Jordan
Bailey is an Associate at Robertson Stephens. She joined the team in the spring of 2016. She has experience in a wide variety of backgrounds, including customer service, marketing, accounting, HR, and administration, which has honed her ability to multitask and problem solve. Bailey takes her role as the Milwaukee team’s first point of contact […]
Joel Helzer, CFP®, CRPC®
Joel Helzer, CFP®, CRPC®, is a Senior Vice President with Robertson Stephens in Colorado Springs. Joel brings more than 13+ years of experience in the financial services industry to Robertson Stephens. Prior to joining Robertson Stephens, Joel spent his career at T. Rowe Price, where he began working directly with individual investors and families before moving into roles focused on […]
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 […]