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.
Jeanette has been working with ultra-high net worth individuals, wealth families, senior executives and companies for more than 25 years. Jeanette joined Robertson Stephens in July 2014. Together with Danny Rozansky and Michael Zaninovich, she advises Robertson Stephens’ clients in the US, Europe and Israel on a wide range of wealth management issues ranging from investment performance to cash flow forecasting and estate planning. Previously, she was Senior Vice President and Wealth Advisor for Wells Fargo Private bank in Palo Alto. Jeanette started her career at Bank of America as Head of Industry Analysis and Chief Domestic Economist. Jeanette earned a M.A. in Economics from Stanford where she also completed her doctoral studies and a BS in Mathematical Economics from Santa Clara University. She sits on the Advisory Board of the Stanford Institute for Economics and Policy Research and is a Trustee and President’s Circle member of The Washington Institute for Near East Policy. Jeanette is also Chair Emerita for the Northern Arizona University Foundation Investment Committee.
Raymond is currently responsible for sales operations, market research, portfolio analysis and assists with portfolio management duties. Raymond joined Robertson Stephens in July 2016. Raymond has more than 10 years of experience in financial services with expertise in wealth management, financial modeling, and portfolio management. Prior to joining Robertson Stephens, Raymond was a Vice President with HSBC Securities (USA), Inc. in the Private Client Service group advising and building personalized asset allocation models to high net worth clients domestically and in Asia. He earns a MS in Financial Analysis from University of San Francisco and a BA from University of Nebraska in Real Estate Investment and Land Economics. Raymond is also a CFA Level III candidate.
Danny has been working with ultra-high net worth individuals and their families, senior executives and companies for more than 20 years. Danny joined Robertson Stephens in July 2014. Together with Jeanette Garretty and Michael Zaninovich, he advises Robertson Stephens’ clients in the US, Europe and Israel on a wide range of wealth management issues ranging from investment performance to cash flow forecasting and estate planning. Prior to Robertson Stephens, he was a Senior Vice President and Wealth Advisor for the Greater Bay area for Wells Fargo Private Bank. Prior to Wells Fargo, Danny was part of the myCFO team, Inc. an integrated wealth a management and family office based in Silicon Valley. Danny started his career working with ultra-high net worth families at the San Francisco office of Arthur Anderson LLP, where he worked in the Family Wealth and Private Client Group. He earned a JD from the University of the Pacific, McGeorge School of Law and holds a B.A. in History from the University of California – Berkeley.
Steve is a Client Services Associate whose responsibilities include client support, operations, trading and quarterly reporting. Steve joined Robertson Stephens in February 2018. Prior to joining Robertson Stephens, Steve was a Client Service Associate with Parallel Advisors and Wetherby Asset Management in San Francisco.
Steve has worked in financial services for over 20 years and has extensive experience in client service, operations, and asset allocation for high net worth and institutional clients. Steve earned a B.S. in Finance from California State University, Sacramento.
Michael has over 35 years of experience in financial services and specifically family wealth management. He joined Robertson Stephens in September of 2013 as their Founding Advisor and has been a member of the firm’s Investment Committee ever since. His wealth management practice is comprehensive in scope, acting as a virtual family office manager for each of his clients. In addition to providing clients with a progressive, differentiated investment strategy, the core competency of Robertson Stephens’, Michael takes the lead in client’s estate planning, liability management, banking, accounting and philanthropic needs working with satellite, best in class, professionals outside the firm, in those non-investment areas. Clients finally have the experience of a one stop solution without limiting the intellectual pool they draw from for their wealth management solutions. Michael previously built leading businesses at Salomon Brothers and Montgomery Securities in New York. Before Robertson Stephens, Michael was Managing Director and senior member of The Presidio Group’s wealth advisory business in San Francisco. He earned a B.S. in Chemical Engineering from Villanova University.
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.
Michael has over 25 years of experience managing institutional and individual portfolios. Michael joined Robertson Stephens in July 2014. Together with Jeanette Garretty and Danny Rozansky, Michael advises Robertson Stephens’ clients in the US, Europe and Israel on capital markets, multi-asset class portfolios, and manager due diligence. Prior to Robertson Stephens, Michael was a Senior Vice President and Senior Investment Strategist at Wells Fargo Private Bank. Before Wells Fargo, he was a partner in two long/short hedge funds and a consultant to a global macro hedge fund. He earned a Masters of International Affairs from Columbia University and holds a B.A. from Cornell University.