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Raj Bhattacharyya

Wealth Business Buyers Becoming More Selective – Robertson Stephens CEO

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,

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Filed Under: News Tagged With: 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

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Filed Under: News Tagged With: Raj Bhattacharyya

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

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Filed Under: News Tagged With: Raj Bhattacharyya

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

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Filed Under: Podcast Tagged With: Raj Bhattacharyya, Wealth Management

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

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Filed Under: Podcast Tagged With: Raj Bhattacharyya, Wealth Management

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

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Filed Under: Podcast Tagged With: Raj Bhattacharyya, Wealth Management

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

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Filed Under: Podcast Tagged With: Raj Bhattacharyya, Wealth Management

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

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Filed Under: Podcast Tagged With: Raj Bhattacharyya, Wealth Management

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

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Filed Under: Insights Tagged With: Economic Insights, events, financial planning, Investment Office Insights, Jeanette Garretty, Mallon Fitzpatrick, Raj Bhattacharyya, Stuart Katz

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

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Filed Under: News Tagged With: board, D. Ellen Shuman, Raj Bhattacharyya

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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

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