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, we don’t believe in aggregation for aggregation’s sake. When we are looking to merge with another firm, […]
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 registered investment advisor managing approximately $210 million in advisory assets with an additional office in Burlingame. LFS’s Founder and Managing Director, […]
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 advisor managing over $160 million in advisory assets. Vodia’s Founder and Managing Principal, David Matias, and Principal, Avi Deutsch, will join Robertson Stephens along with their […]
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 to the full podcast, click here
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 the clients. To listen to the full podcast, click here
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 changes. To listen to the full podcast, click here
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 will also share financial planning advice to keep in mind for the remainder […]
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 the appointment of D. Ellen Shuman as a Director. Ms. Shuman brings nearly 40 years of industry experience, with deep expertise […]
Robertson Stephens Opens 13th Office in Menlo Park
The firm continues to expand its services nationally with AUM growth to $3.9billion San Francisco, Calif.—March 28, 2022 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) a national wealth management firm headquartered in San Francisco, is excited to announce its 13th office location in Menlo Park, CA. Establishing a presence in Menlo Park broadens the […]
M&A in the Wealth Management Industry
CEO Raj Bhattacharyya joined a panel for CFA Society New York on M&A in the Wealth Management Industry. About Robertson Stephens’ philosophy, Raj said: “We happen to be growing quite fast, but we’re not growing for growth’s sake. We cover our clients in a certain way, we have a certain philosophy of what we think […]