Robertson Stephens Establishes Austin, Texas Office
Advisor Pam Friedman joins firm as Managing Director and Principal San Francisco, Calif.— April 7, 2020—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to expand its presence nationally by opening its first Southwestern office in Austin, TX. Financial advisor, Pam Friedman, CFP®, Certified Divorce Financial Analyst® will join as Managing Director and Principal, bring over […]
Robertson Stephens Deepens Its Connections in the Bay Area
Vine Street Wealth Management joins Robertson Stephens San Francisco headquarters San Francisco, Calif.— Feb 19, 2020—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) adds Vine Street Wealth Management (“Vine Street”), a Marin County-based registered investment advisor managing approximately $150 million in assets. Vine Street co-founders John Bernabei and Zack Perry will join Robertson Stephens as Managing […]
Alternatives Make Your Investment Portfolio Ride More Comfortable
As seen in ThinkAdvisor By Stuart Katz, CEO & CIO, December 19 2019 If you’ve ever watched the races at Le Mans – or Indianapolis, for that matter – one thing you don’t see is the safety features built into the cars. Race car drivers go fast, but they are among the most safety-conscious drivers […]
Bloomberg Radio: Daybreak Asia with Stuart Katz
October 25, 2019 – CEO and Chief Investment Officer, Stuart Katz, was a guest speaker on Bloomberg Radio: Daybreak Asia. Listen here for Stuart’s comments on breaking economic news of the day. Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. This material is an investment advisory […]
Blue Blaze Financial Advisors Joins Robertson Stephens
Cision September 25, 2019 New Team Enhances Financial Planning-Focused Firm’s Capability to Service High-Net-Worth Individuals and Families Nationally San Francisco, Calif.— Sept 25, 2019—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has partnered with Blue Blaze Financial Advisors, a New Jersey-based registered investment advisor managing approximately $200 million in assets. Blue Blaze Co-Founders Frank Corrado, CPA, […]
Robertson Stephens Recruits Erik Boe from RBC to Launch Sun Valley Office
SAN FRANCISCO, June 4, 2019 /PRNewswire/ – Robertson Stephens Wealth Management, LLC, an independent wealth management firm headquartered in San Francisco, announced today that Erik Boe has joined the firm as Principal and Managing Director to launch its Sun Valley, Idaho office. Erik joins Robertson Stephens from RBC Wealth Management. With over 20 years of industry […]
Robertson Stephens Unveils New Era with Long Arc Capital
SAN FRANCISCO, Dec. 17, 2018 /PRNewswire/ — Robertson Stephens, a wealth management firm with offices in San Francisco and New York, today announced its official launch with sponsorship from private equity firm Long Arc Capital. In this new era, the firm’s mission is to redefine wealth management for high net worth clients by being a fiduciary that leads with its investment […]