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 […]
Theresa Everett
Theresa is a Vice President at Robertson Stephens. She is responsible for assisting the Central Operations Team and supports the Advisor Teams throughout the firm with various operations and onboarding requests. Prior to joining Robertson Stephens, Theresa spent over 25 years at Fidelity Investments. She worked on the retail side of the business as a […]
Abril Espinoza, ChFC®, CDS®
Abril is an Associate at Robertson Stephens, where she supports Pam Friedman in offering clients personalized and comprehensive financial services and investment strategies. Before joining Robertson Stephens, Abril served as a Research and Teaching Assistant at the Center for Financial Responsibility at Texas Tech University. She also served as the Director of Financial Services at […]
David Ebbins
David is a Vice President at Robertson Stephens. David is responsible for the delivery and execution of important information, strategies, technology, and client services, working alongside Frank Corrado, CPA, CFP®, RLP, Frankie Corrado, CFP®, RLP, and Kevin Talty, CFP®, EA. David is a seasoned organizational leader and manager, with a background in instructional technology and […]
Avi Deutsch
Avi Deutsch is a Managing Director and Principal at Robertson Stephens in the New York City office where he advises on portfolio management, comprehensive wealth planning, and social impact investing. Avi especially enjoys working with business owners, executives with equity-based compensation, and people who appreciate clear communication, empathetic guidance, and intentional decision-making. Before joining Robertson […]
Alicia Denton, CFP®, CLU®
Alicia is a Senior Vice President in the Wealth Planning group at Robertson Stephens, where she partners with advisor teams to deliver comprehensive financial planning strategies for high and ultra-high net worth families, executives, and entrepreneurs. With over a decade of experience in wealth management, she specializes in integrating investment, tax, estate, retirement, risk management, […]
Joe Delaney, RLP®
Joe is a Managing Director and Principal at Robertson Stephens. With over four decades of unwavering dedication to the financial industry, he has emerged as a seasoned veteran in the field of wealth management and financial planning. Joe’s journey from a Big 4 CPA to becoming the founder of Lifeguard Wealth, a registered investment advisor, […]
Frankie Corrado, CFP®, RLP®
Frankie is a Principal and Managing Director at Robertson Stephens, where he helps individuals and families bring greater clarity, intention, and confidence to the decisions that shape their financial lives. His work extends well beyond managing investments or producing a financial plan. Frankie serves as a trusted partner to his clients, helping them organize the […]
Dane Colin
Dane is an Associate at Robertson Stephens. He works with Danny Rozansky, Jeanette Garretty, Michael Zaninovich and Raymond Lang, helping them to ensure high net worth and ultra high net worth clients have the best experience possible. This includes helping to onboard new clients and set up new accounts as well as maintain client accounts […]
Yvette Clark
Yvette H. Clark is a Client Service Manager, VP in the Santa Rosa office. She brings over 25 years of experience in supporting the firm’s client reporting, client communications, and business development efforts. Yvette works with Rick Tasker, Managing Director and Principal, along with Elizabeth Barrett, Investment Advisor Representative, Associate. Prior to joining Robertson Stephens, […]