• Skip to main content
  • Skip to footer

Robertson Stephens

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

karen mcclintock

The New Age of Grandparenting

By Karen McClintock, CFA October 31, 2022 The role of grandparents has long been to comfort, support, and even spoil their grandchildren. But in a time of rising costs, particularly for education and housing, many grandparents are finding new

More

Filed Under: Insights Tagged With: 529 plan, Crummey Trust, Financial Literacy, financial planning, Gifts, grandparents, Intrafamily Loan, karen mcclintock

FAs Weigh In: What Are You Reading?

August 31, 2022 - Managing Director and Principal, Karen McClintock, CFA, CIC was featured in Financial Advisor IQ discussing what books Financial Advisors are reading. “While Trennert is at the helm of an award winning macro-economic research

More

Filed Under: News Tagged With: karen mcclintock

4 Reasons On Why To Stay Invested

By Karen McClintock, CFA August 8, 2022 #1 - Keeping Things in Perspective 2022 has been a uniquely volatile year - stocks and bonds are both down for only the second time in current history. I want to share some historical content about

More

Filed Under: Insights Tagged With: financial planning, karen mcclintock, lauren sigman, Women

Women Can Find New Voice as Rising Power Donors With a ‘DAF’

By Lauren Sigman, CFP and Karen McClintock, CFA March 21, 2022 - Several months ago, a director who sits on a number of nonprofit boards shared an eye-opening story with us concerning an organization’s recent fund-raising activity. A development

More

Filed Under: Insights Tagged With: financial planning, karen mcclintock, lauren sigman, Women

Robertson Stephens Continues National Expansion with New Southern California Presence

Wealth manager Karen McClintock joins to establish Pasadena office San Francisco, Calif.—December 8, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to grow its national footprint, opening an office in Pasadena, CA.

More

Filed Under: News Tagged With: karen mcclintock, M&A, Raj Bhattacharyya

We are driven by innovation and offer cutting-edge solutions that are designed to help ensure your
long-term financial success.

Talk To Us

Footer


Brochure Disclosures Contact Us
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
Insights
News Room
Careers
Who We Are | What We Do | Insights | News Room | Careers

Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Team
    • Our Board
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio