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 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”) sets an unprecedented pace in 2021 by more than doubling its assets, furthering its national expansion and adding new areas […]
Robertson Stephens 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”) 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 investment management, philanthropic […]
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 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 businesses in the […]
Robertson Stephens 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”) further grows its national presence by opening an office in Santa Rosa, CA. Wealth manager, Rick Tasker, joins as Managing Director and Principal, bringing over $850 million […]
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”), an SEC-registered investment advisor. Registration does not imply any specific level of skill or training and does not constitute an […]