Stuart was hired as CEO for Robertson Stephens in February 2018. Stuart has over 20 years of leadership experience at Goldman Sachs Principal Investing Area, Amber Capital and The Heyman Enterprise. Recently, Stuart was the first hire and Founding President of The Heyman Enterprise LLC, a substantial single family investment office based in New York City dedicated to Larry Heyman. He earned an MBA from Harvard Graduate School of Business and an A.B. from Dartmouth College, graduating Phi Beta Kappa, Magna Cum Laude.
Vikram, a CFA® charterholder, was previously at Blackrock for over 13 years, where he most recently led the business development effort for the Aladdin Wealth business in the Americas region. He was instrumental in the build out and launch of BlackRock’s Digital Wealth platform including the Aladdin Wealth capability, iRetire solution as well as the acquisition of FutureAdvisor. Prior to this role, he worked in BlackRock’s Corporate Strategy and Development team and previously worked as the Head of Strategy for the US Wealth Advisory business. Prior to joining BlackRock, Vikram worked at Capital One, where he was responsible for developing valuation frameworks and marketing strategy. Vikram earned a BTech degree from Indian Institute of Technology (I.I.T.), Delhi.
David was hired as CFO for Robertson Stephens in May 2018. David has had over 25 years of leadership experience at Deloitte, Silvercrest Asset Management Group, and Rockefeller & Co. Recently, David was the CFO at Rockefeller & Co., prior to its sale to Rockefeller Capital Management, a substantial multi-family office, wealth manager and asset manager, where he was responsible for all financial, treasury, accounting, and risk activities. He earned a B. Commerce and Post Graduate Diploma in Accounting at University of KwaZulu-Natal in South Africa, and is a CPA, CISA, and Chartered Accountant (South Africa).
John is the Principal responsible for Wealth Manager Business Development and joined the firm in January 2017. John has over 25 years of experience in family office, venture capital and investment banking services. He previously was a member of the founding team at Advance Venture Partners (AVP), a venture capital firm established on behalf of the Newhouse Family in New York. Prior to AVP, Mr. Murray was a partner at GCA Savvian Advisors, focusing on M&A and private capital raising for growth companies. He earned an MBA from The Wharton School at University of Pennsylvania, and an A.B. from St. Lawrence University.
Ren is the Principal responsible for Ultra High Net Worth Business Development and alternative assets and joined the firm in May 2015. He has had over 20 years of experience in venture capital, investment banking and wealth management. He previously was at Oak Investment Partners for 16 years, becoming a General Partner in 2006. Prior to Oak Investment Partners, he was an investment banking Senior Associate at Robertson Stephens. He earned an A.B. in Government at Dartmouth College.
Michael is a CFA® charterholder and has over 25 years of compliance and supervisory experience with registered investment advisor and broker-dealer firms including JP Morgan Chase H&Q, Thomas Weisel Partners, First Republic Securities, and Exchange Bank. Previously, Michael was the Chief Compliance Officer First Republic Securities Company, a registered investment advisor, broker-dealer and subsidiary of First Republic Bank overseeing the dually registered RIA & BD private wealth management division with over 600 RIA-licensed and BD representatives. He earned an MS in Finance with Honors from Golden Gate University in San Francisco and holds a BA in Communications from Rutgers University. Mike holds Series 3,4,7, 8, (9/10), 24, 53, 55, 63, 65, 86 and 87 licenses with FINRA.
Jim, a CFA® charterholder, was hired in May 2018 as Managing Director of Business Development for Robertson Stephens. Jim has over 10 years leadership experience at Goldman Sachs Equities Division, Dynasty Financial Partners and Credit Suisse Investment Banking & Capital Markets. Previously, he was a Senior Vice President of Investments responsible for manager and model portfolio recommendations across traditional and alternative asset classes at Dynasty Financial Partners, a platform for registered investment advisors and hybrid advisors. Jim is an alumnus of Lehigh University and graduated from the Integrated Business and Engineering (IBE) Honors Program with a B.S. in IBE Industrial Engineering and a B.S. in Finance. Jim holds Series 7, 55, 63 and 72 licenses with FINRA.
Molly joined Robertson Stephens in May of 2015 and is currently Vice President of Business Development. Molly’s previous responsibilities at Robertson Stephens involved over seeing operations, reporting, compliance and client services for the firm. Molly began her career in the financial services industry at Alamo Capital Investment Services where she worked with the retail and institutional sales team. Molly earned a B.A. in Political Science from the University of Arizona.
Patty is Vice President of Business Development for Robertson Stephens and joined the firm in April 2018. Patty has over 10 years of sales and investment experience at Bloomberg L.P. and PT. Gemala Sarana Wiyata. Patty was previously at PT. Gemala Sarana Wiyata, a family office in Jakarta, Indonesia, managing investments in the mining, manufacturing and technology industries. Patty began her career as a Sales Representative at Bloomberg L.P., where she covered hedge funds and Goldman Sachs & Co. mortgage trading. Patty earned an MBA from University of Southern California, and holds a B.A. in History from Villanova University.