Jairo Jimenez
Jairo Jimenez is Vice President at Robertson Stephens in the New York Office. He serves on the firm’s Technology and Operations Team where his responsibilities include handling internal IT day-to-day issues, and projects as well as coordinating with our MSP on a wider range of IT systems used at Robertson Stephens. Prior to joining Robertson […]
Nancy Kimball
Nancy is an Associate at Robertson Stephens’ Denver office. She thrives on ensuring the Denver team is prepared for all its client’s needs in and out of the office. Before Robertson Stephens, Nancy was an Executive Assistant at Ratio Wealth Group. She has a long career in advertising sales, where she worked for Blair Television […]
Thomas Hagerstrom
Tom is a Managing Director and Principal and Robertson Stephens. With over 30 years of experience in the financial services industry, he assists high-net-worth and ultra-high-net-worth clients accumulate, manage, and apply their financial and human capital resources to achieve their spending, legacy and charitable goals. He believes each client’s goals, objectives, resources, and constraints are […]
Jack Gilligan, CFA®
Jack is a Senior Vice President at Robertson Stephens. Together with Erik Boe, Julie Steinman, CFP®, Eric Kiel, Brian Post, CFA and Kelly Woodward, Jack is a part of the Sun Valley, Idaho-based team serving the wealth management needs of high and ultra-high net worth clientele in the Northwest and throughout the country. In addition […]
Graham C. Gerlach, CFP®, AEP®
Graham is a Managing Director and Principal at the Robertson Stephens Denver office. He works with high-net-worth and ultra-high-net-worth individuals and families to implement customized multi-generational wealth solutions. Graham is also a Co-Founder and Chief Revenue Officer of Inclined Technologies, a SaaS software company focused on driving better long-term outcomes for whole life policyholders. Graham […]
Jeanette Garretty
Jeanette is a Principal and Managing Director at Robertson Stephens. For more than three decades, Jeanette has advised business leaders, entrepreneurs and wealthy families in the management of their personal financial needs, with a particular focus on unique market opportunities, strategic planning and philanthropy. With her colleagues throughout the firm, Jeanette engages with Robertson Stephens […]
Luz Garcia
Luz is an Associate in the Robertson Stephens Portland office. Luz has more than 20 years of service-related experience in the investment management industry. Prior to Robertson Stephens, Luz was a Senior Client Service Specialist at Rain Capital. At Rain Capital, she supported the daily operations of all client accounts and interacted with service providers. […]
Brandon Frye, CFP®
Brandon Frye is a Senior Vice President at Robertson Stephens in the Boston Office. With David Matias, he advises clients on financial planning, fixed income strategies, and portfolio management. He is deeply passionate about helping clients achieve their financial goals, starting with small life changes. Prior to joining Robertson Stephens, Brandon was the Director of […]
Pam Friedman, CFP®, CDFA®
Pam Friedman, CFP®, CDFA®, is a Managing Director and Principal at Robertson Stephens. She has over 30 years of financial planning and investment experience. Prior to joining Robertson Stephens, Pam was a co-founder of Silicon Hills Wealth Management and founder of Divorce Planning of Austin. She previously worked in both New York and London at […]
Gary T. Fitzgerald
Gary is a Managing Director and Head of Operations at Robertson Stephens. He has 20 years of experience in wealth and asset management. Prior to joining Robertson Stephens, Gary was an integral part of the launch of Collaboration Capital, LLC, where he served as the Chief Operating & Chief Compliance Officer. Collaboration Capital was an […]
Mallon FitzPatrick, CFP®, CLU®, AEP®
Mallon FitzPatrick leads Robertson Stephens’ Wealth Planning Team and is instrumental in scaling and delivering comprehensive wealth planning solutions for high and ultra-high net worth clients. He works closely with prospects and clients to understand their immediate concerns, objectives, biases and behavioral characteristics. He collaborates with clients to develop a strategy integrating tax planning, risk […]
Josh Freedman, CFA®
Josh is a Managing Director at Robertson Stephens Denver office. After more than 30 years in the finance industry, he has seen many different investment strategies employed by multiple firms. He believes that the holistic approach, investment philosophy, and the services our team provides are the best way to ensure clients’ financial well-being and peace […]