Jack Donnelly
Jack is an Analyst at Robertson Stephens working with Erik Boe, Julie Steinman, CFP®, Eric Kiel, Jack Gilligan, CFA, Kelly Woodward, and Michael Ridgeway. He is a part of the Sun Valley, Idaho-based team serving the wealth management needs of individuals and families in the Northwest and throughout the country. Jack works on the portfolio […]
Kelly Woodward
Kelly is a Vice President at Robertson Stephens. She works with Erik Boe, Managing Director and Principal, along with Julie Steinman, CFP®, Brian Post, CFA, Eric Kiel and Michael Ridgeway, supporting them in all aspects of cultivating client relationships to provide a tailored client experience. Prior to joining Robertson Stephens, Kelly was a Client Service […]
Michelle Williamson
Michelle is a Vice President and Office Manager in the Robertson Stephens Colorado Springs office. She has been working with Mary Alpers since 2007 and is responsible for helping to onboard new clients, setting up new accounts, and maintaining client accounts across platforms. Prior to joining Robertson Stephens, Michelle was an Office Manager and Manager […]
Chanda Wilcox
Chanda is Vice President at Robertson Stephens, supporting the Houston, Denver & Vail Valley offices as they serve their client’s unique financial planning and wealth management needs. She enjoys leveraging the Robertson Stephens financial technology tools to efficiently address client needs so that the team can focus their energy on adding value to the client […]
Dinah Wellington
As Vice President with Robertson Stephens, Dinah is responsible for client portfolio administration and office management within the firm’s Pasadena office. In this critical role, she handles a variety of administrative tasks including client reporting and meeting preparation, client relationship management, database maintenance, document retention and recordkeeping. She works closely with client CPAs for charitable […]
Ashley Watson
Ashley is a Vice President at Robertson Stephens. Ashley has more than 8 years of industry experience and works with John Murray, John Bernabei and Zack Perry to support high net worth individuals, ultra-high net worth individuals, senior executives and their families on a wide range of wealth management solutions. Prior to joining Robertson Stephens, […]
Patty Wanandi
Patty is a Senior Vice President at Robertson Stephens. Patty is responsible for Robertson Stephens’ marketing and branding efforts. Prior to joining Robertson Stephens, Patty was based in Jakarta, Indonesia as an Assistant Vice President at a family office, PT. Gemala Sarana Wiyata. Previously, Patty was an associate at Belstar Group, a hedge fund in […]
Shawn Wallace
Shawn is Managing Director and heads the pilot services at Robertson Stephens Denver office. Prior to Robertson Stephens, Shawn was Managing Director at Ratio Wealth Group. Shawn has been a dedicated planning agent for over seven years, focusing on the comprehensive insurance and investment needs of affluent clients throughout the country. He offers expertise in […]
Mahir Vora
Mahir is a Managing Director and Principal in the Investment Office at Robertson Stephens. Mahir has over 25 years of experience as an investor, wealth management product specialist and investment banker. Most recently, Mahir was a founding member of a new distressed debt strategy at TCW. Prior to that, Mahir was a Managing Director at […]
Michael Tong
Michael is a Vice President in the Investment Office at Robertson Stephens. Prior to joining Robertson Stephens, Michael was a Vice President in the Global Investment Office at Morgan Stanley Wealth Management. During his time at Morgan Stanley, Michael focused on manager due diligence and covered Global, non-U.S. Developed, and Emerging Market equity strategies. Before joining […]
J. Michael Tierney, Jr.
Mike Tierney is a Principal and Managing Director at Robertson Stephens. Mike acts primarily as an advisor to family offices as well as families who may be considering one. Those clients get the benefits of a family office without constructing one of their own. Mike’s practice is comprehensive in scope. While his business is anchored in […]
Grace Tierney
Grace is an Associate on the firm’s Central Operations and Marketing Teams specializing in client reporting, communications and marketing, and providing operational support for the firm’s Advisors and clients. Grace is responsible for cross-functional projects involving Operations, Client Service, Marketing and Compliance. She is currently helping to lead the firm’s social media platform build-out and […]