Courtney Kelly
Courtney is a Vice President at Robertson Stephens Wealth Management, LLC in the New York Office. She supports Avi Deutsch in providing an outstanding client experience. Courtney especially enjoys working with clients on complex financial planning initiatives and ensuring exceptional service delivery throughout the advisory relationship. Prior to joining Robertson Stephens Wealth Management, LLC, Courtney served as Director of […]
Mukul Agarwal
Mukul is a Senior Vice President on the Finance Team at Robertson Stephens Wealth Management, LLC. Working with the CFO, he oversees all finance, accounting, reporting, treasury, and decision support activities. He has 11 years of experience in Finance Controllership, US GAAP/IFRS reporting, SOX 404, and Financial Planning & Analysis. Prior to joining Robertson Stephens […]
Nageshwar Reddy
Nageshwar is an Associate on the Robertson Stephens Wealth Management, LLC Operations Team. With over 5 years of client service experience, he strives to build and optimize client servicing & operational efficiencies and to enhance a greater client experience. Prior to joining Robertson Stephens Wealth Management, LLC, Nageshwar worked as a dedicated Client Service Associate […]
Nithin Kumar
Nithin is an Associate at Robertson Stephens Wealth Management, LLC, specializing in performance reporting and business operations. With 5+ years of experience in the financial services industry. Nithin’s expertise lies in investment performance analysis and reporting, client reporting, and investment portfolio marketing services. Prior to joining Robertson Stephens Wealth Management, LLC, Nithin served as an […]
Pavan Kumar
Pavan is an Associate on the Finance Team at Robertson Stephens Wealth Management, LLC. He has 9 years of work experience and works with the CFO on finance, accounting, reporting, treasury, and decision support activities. Prior to joining Robertson Stephens Wealth Management, LLC, Pavan was the Senior Staff Accountant at Mresult Services Pvt Ltd (Ncheng LLP), a CPA […]
Matthew Parrish
Matthew recently joined Robertson Stephens Wealth Management, LLC as an Analyst, marking his first professional role after graduating from Georgetown University with a Bachelor of Science in Foreign Studies. With a strong foundation in global economics, international relations, and technology policy, he is passionate about applying his academic expertise to the financial and strategic challenges […]
Alina Churakova
Alina is an Analyst at Robertson Stephens Wealth Management, LLC in the New York City Office. She supports Raj Bhattacharyya in his daily matters. Before joining Robertson Stephens Wealth Management, LLC, Alina was a multilingual legal and administrative professional with 4+ years of experience acquired in Ukraine, specializing in corporate law, contract negotiations, and immigration […]
Greg Halzack
Greg is a Vice President at Robertson Stephens Wealth Management, LLC, working in the Performance Analysis and Client Reporting team at the New York office. With over 10 years of experience in the wealth management industry, Greg has developed expertise in performance analysis and client reporting solutions. Greg began his career at Morgan Stanley, specializing […]
Kartikay Pathak
Kartikay is an Analyst in the Investment Office at Robertson Stephens Wealth Management, LLC. Before joining Robertson Stephens Wealth Management, LLC, he served as an Equities Management Associate in the Global Banking & Markets division at Goldman Sachs, providing comprehensive support to Asia Equities Traders. Kartikay began his career as a Financial Analyst at JP […]
Charlie O’Brien
Charlie is an Associate on the Corporate Development Team at Robertson Stephens Wealth Management, LLC, where he helps drive business growth and establishes strategic partnerships. Before joining Robertson Stephens Wealth Management, LLC, Charlie spent five years building out RIA teams as a financial services headhunter at Robert Half. During his time there, he consulted with firms […]
Ben Weisel
Ben Weisel is an Associate at Robertson Stephens Wealth Management, LLC working with the Corporate Development Team. In his role, Ben helps drive business growth and develop strategic relationships. Before joining Robertson Stephens Wealth Management, LLC, Ben worked at Artisan Partners and Crescent Grove Advisors. Ben began his time at Artisan Partners in their rotational […]
Tom Chernesky, CFP®
Tom is Managing Director and Principal in the Robertson Stephens Wealth Management, LLC North Barrington office. Tom has been in the financial planning and investment advising business for over 30 years. Tom is particularly adept at working with clients going through or expecting to go through major life transitions such as the death of a […]