Robertson Stephens Wealth Management, LLC Continues Its Northeastern Expansion
Wealth manager Tom Hagerstrom leads Robertson Stephens Wealth Management, LLC 4th Northeast office in Madison, NJ SAN FRANCISCO, July 5, 2023 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) has further expanded its presence in the northeast by welcoming Haymarket Wealth Management (“Haymarket”), a Madison, NJ registered investment advisor managing approximately $285 million in advisory assets. Haymarket’s Founder, Tom Hagerstrom, will join […]
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 the business, you can structure the deal to help you get there,” said […]
Raj Bhattacharyya talks to Financial Planning about M&A
May 8, 2023 – Chief Executive Officer, Raj Bhattacharyya was featured in Financial Planning offering thoughts on the M&A landscape at a recent roundtable. “There’s a tremendous benefit to clients of getting more resources. There’s a tremendous benefit to advisors being part of a larger whole without really necessarily giving up autonomy and things that […]
Wealth Business Buyers Becoming More Selective – Robertson Stephens Wealth Management, LLC CEO
As published in Family Wealth Report January 2, 2023 How important are M&A deals as part of Robertson Stephens Wealth Management, LLC’ 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 […]
Robertson Stephens Wealth Management, LLC Hits $4bn AUM as It Continues to Expand in the Bay Area
LFS Wealth Advisors joins; Robertson Stephens Wealth Management, LLC opens its fifth and sixth Bay Area offices San Francisco, Calif.—December 15, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) welcomes LFS Wealth Advisors (“LFS”), a San Ramon, CA registered investment advisor managing approximately $210 million in advisory assets with an additional office in […]
Robertson Stephens Wealth Management, LLC Strengthens Northeast Presence
Vodia Capital joins Robertson Stephens Wealth Management, LLC, opens new Boston office San Francisco, Calif.—December 13, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) 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 […]
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 […]