As published in Family Wealth Report January 2, 2023 How important are M&A deals as part of Robertson Stephens' overall growth strategy? M&A plays an important role in our overall growth strategy as does organic growth; however,
Raj Bhattacharyya
Robertson Stephens Hits $4bn AUM as It Continues to Expand in the Bay Area
LFS Wealth Advisors joins; Robertson Stephens opens its fifth and sixth Bay Area offices San Francisco, Calif.—December 15, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) welcomes LFS Wealth Advisors (“LFS”), a San Ramon, CA
Robertson Stephens Strengthens Northeast Presence
Vodia Capital joins Robertson Stephens, opens new Boston office San Francisco, Calif.—December 13, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) adds Vodia Capital, LLC (“Vodia”), a Boston-based registered investment
Evaluating Your Next Move
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and discusses what advisors should look for when evaluating their next step. To listen to the full podcast, click here
Bringing on New Advisor Teams
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and discusses what criteria is important when it comes to bringing on new advisor teams. To listen to the full podcast, click here
Has the Industry Done Enough to Benefit the End Investor?
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and shares his insights on if the industry is doing enough to benefit the end investor or has it been about profits and multiples. Tune into his insights. To listen
The Future of Wealth Management
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia to discuss the future of wealth management. Tune into his insights and how at the end of the day the trend of providing higher levels of service will ultimately benefit
Changes and Evolutions in the Industry
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia to discuss the changes and evolutions of the wealth management industry. Listen to what Raj has to say regarding the complexity of addressing client needs through these
2022 Mid Year Outlook Webinar
July 21, 2022 - With the 1st half of 2022 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss their economic and market outlooks for the 2nd half of the year. Head of Wealth Planning Mallon FitzPatrick
D. Ellen Shuman Joins Robertson Stephens Board of Directors
Wealth Manager Taps Shuman’s Institutional Investment, Endowment and Strategic Growth Expertise to Expand Board New York, NY—May 10, 2022 – Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has expanded its parent company board with
