Experienced investment professional Bruce Stewart will build out offering as Head of Family Office SAN FRANCISCO, Feb. 24, 2025—Robertson Stephens today announced that it has hired Bruce Stewart to launch a family office that will serve select
Raj Bhattacharyya
Robertson Stephens Appoints Esta Stecher as Board Advisor
Financial Advisory Firm Leverages Stecher’s Banking, Legal, and Investment Knowledge to Strengthen Board and Drive Growth as an Advisor SAN FRANCISCO, Feb. 12, 2025 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today
Roberston Stephens Ends 2024 with $7.1 Billion in Assets, Marking 45% Annual Growth
SAN FRANCISCO, Jan. 16, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), today announced that it ended 2024 with $7.1 billion in advisory assets under management, marking 45% growth over the preceding 12 months. Last year,
Robertson Stephens Opens 1st Office in Oregon, Hits $6 Billion in Client Assets
Rain Capital joins Robertson Stephens, opens new office in Portland, OR SAN FRANCISCO, July 9, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has strategically expanded its presence in the Pacific Northwest by partnering
Robertson Stephens Strengthens Presence in Colorado
Three Points Financial joins Robertson Stephens, opens new office in Colorado Springs SAN FRANCISCO, May 16, 2024—Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has further strengthened its presence in Colorado by welcoming Three
Raj Bhattacharyya on NASDAQ TradeTalks
April 1, 2024 - CEO Raj Bhattacharyya appeared on Nasdaq TradeTalks with host Jill Malandrino to discuss “Why M&A Will Play a Pivotal Role in the Wealth Management Industry” – a panel focused on the impact that M&A continues to have in the
Robertson Stephens Continues Its National Expansion with 4th office in the Mountain States
Wealth manager Tom Bruno joins to establish Jackson, WY office San Francisco, Calif.— November 6, 2023—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) opens a new office in Jackson, Wyoming, further growing its national presence
How a Dot-Com-Era Investment Bank Was Reborn as a Wealth Manager
July 21, 2023 - Chief Executive Officer, Raj Bhattacharyya was profiled in a Q&A with Barron’s to discuss ‘How a Dot-Com-Era Investment Bank Was Reborn as a Wealth Manager.’ “We will continue to grow, but we don’t believe in growth for growth’s
Robertson Stephens Continues Its Northeastern Expansion
Wealth manager Tom Hagerstrom leads Robertson Stephens 4th Northeast office in Madison, NJ SAN FRANCISCO, July 5, 2023 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has further expanded its presence in
RIAs Must Achieve Organic Growth Before M&A Deals
June 22, 2023 - Chief Executive Officer, Raj Bhattacharyya was featured in Financial Advisor Magazine to discuss ‘RIAs Must Achieve Organic Growth Before M&A Deals.’ “If you can nail down exactly why you’re doing a deal and where you want to take
