D. Ellen Shuman Joins Robertson Stephens Wealth Management, LLC 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 Wealth Management, LLC”) 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, […]
Robertson Stephens Wealth Management, LLC 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 Wealth Management, LLC”) 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 […]
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 Wealth Management, LLC’ 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 […]
2022 Economic and Investment Outlook Webinar
January 20, 2022 – The beginning of 2022 conjures memories of Yogi Berra’s quote “It’s déjà vu all over again” in several respects, such as rising Covid counts, rising interest rate expectations, and persistent dysfunction in Washington D.C. Our Chief Economist, Jeanette Garretty and Chief Investment Officer, Stuart Katz, discuss their economic and investment outlooks […]
Robertson Stephens Wealth Management, LLC Doubles Assets, Continues National Expansion
The firm’s expansion in areas of expertise and regions shows the value of a client-first mindset, comprehensive wealth planning, institutional quality investments and award-winning San Francisco, Calif.—January 25, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) sets an unprecedented pace in 2021 by more than doubling its assets, furthering its national expansion and […]
Robertson Stephens Wealth Management, LLC Continues National Expansion with New Southern California Presence
Wealth manager Karen McClintock joins to establish Pasadena office San Francisco, Calif.—December 8, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) continues to grow its national footprint, opening an office in Pasadena, CA. Wealth manager, Karen McClintock, joins as Managing Director and Principal, bringing over $160 million in advisory assets. Karen specializes in […]
Meeting The Challenge Of Rising Client Expectations By Offering The Best Of Both Worlds with Raj Bhattacharyya
As published in Private Wealth December 6, 2021 – Raj Bhattacharyya is the CEO of Robertson Stephens Wealth Management, LLC and has over 28 years of experience in the financial services industry. He worked at Deutsche Bank in New York and London for 17 years in various senior roles. He ran their Foreign Exchange and Emerging Markets […]
Robertson Stephens Wealth Management, LLC Expands Bay Area Presence, Reaches Over $3.3 billion in Assets
Firm expands pension consulting services with wealth manager Rick Tasker joining to establish Santa Rosa office San Francisco, Calif.— October 13, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”) further grows its national presence by opening an office in Santa Rosa, CA. Wealth manager, Rick Tasker, joins as Managing Director and Principal, bringing […]
2021 Investment and Economic Outlook Webinar
December 10, 2020 Our CIO, Stuart Katz and Chief Economist, Jeanette Garretty sat down with our CEO, Raj Bhattacharyya, to discuss the 2021 Economic and Markets outlook. Click Here to view the webinar
2020 T3 Conference CEO Panel with Raj Bhattacharyya
CEO Raj Bhattacharyya participated in the 2020 T3 Conference CEO Panel discussing the pandemic and its effects on the wealth management industry. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens Wealth Management, LLC”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does […]