Logan Schuelke
Logan Schuelke is the Chief of Staff to the CEO at Robertson Stephens, where he drives implementation of the firm’s strategy and the management team’s agenda. Logan is responsible for helping execute the firm’s key priorities, while leading a portfolio of strategic growth efforts. Prior to joining Robertson Stephens, Logan was an Engagement Manager at […]
Morgan Ostos
Morgan is an Associate at Roberston Stephens, where she works with Pam Friedman, CFP®, CDFA® & Abril Espinoza, ChFC®, CDS®, to offer clients personalized investment management and financial planning guidance. Prior to joining Robertson Stephens, Morgan served as a Senior Manager in Consulting at PricewaterhouseCoopers (PwC). In this role, she helped global technology, financial services, […]
Sam Sullivan
Sam Sullivan is a Vice President at Robertson Stephens in the Westport, CT office, where he partners with individuals, families, and entrepreneurs to deliver customized wealth management strategies aligned with their long-term financial goals. Before joining Robertson Stephens, Sam spent more than a decade in senior leadership roles across sports marketing, sponsorship strategy, and experiential […]
Kiarra Coke
Kiarra Coke is an Operations Associate at Robertson Stephens. She brings over five years of experience in the financial services industry, fully supporting both clients and advisors across onboarding, account maintenance, and operational service requests. Kiarra began her career at Fidelity Investments, where she developed a strong foundation in financial services while supporting clients across a range […]
Evan Small
Evan Small is an Analyst on the Corporate Development Team at Robertson Stephens. In his role, he helps drive business growth and develop strategic relationships. Before joining Robertson Stephens, Evan worked at AlphaSights as an Associate on the Capital Markets team in New York. During his time there, he partnered with leading hedge funds and […]
Anthony Foti
Anthony joined as a Marketing Associate in 2025. He is a seasoned Marketing Operations Leader with expertise in marketing automation, revenue operations (RevOps), and process optimization. He thrives at the intersection of marketing, technology, and efficiency — helping organizations streamline workflows, integrate powerful tools, and build automation strategies that convert leads into revenue. With over […]
Hunter Norte, CFA®
Hunter Norte is a Vice President at Robertson Stephens where he serves as the Portfolio Manager for the team. He specializing in security analysis, portfolio construction, risk management, and trading. He brings extensive experience in global capital markets to his role. Hunter’s career began at Wells Fargo in credit markets, navigating the complexities of the […]
Megan Grandmaison, MBA
Megan Grandmaison is the Vice President of Client Service at Robertson Stephens, where she leads the team through all stages of client engagement. She’s instrumental in assisting clients with new accounts, money movement, operations, charitable gifting, and family office services. With over a decade of experience in customer service and more than five years as […]
Richard Lewis, AIF®
Richard Lewis, AIF® is a Managing Director and Principal of Robertson Stephens Rhode Island office. Richard has more than 8 years of experience in the financial service industry, specializing in financial planning. He works closely with Start-Up founders, corporate executives, and multi-generational families. He enjoys helping to plan for retirement and finding solutions for lifetime […]
Carol Nulman
Carol Nulman is a Managing Director and Principal of Robertson Stephens Rhode Island office. Carol has more than twenty-five years of experience in the financial service industry. Her career began at Lehman Brothers Kuhn Loeb where she cultivated a strong client base of high-net-worth individuals and institutional clients. She further expanded these relationships at Wertheim […]
Shilpi Roy
Shilpi is an Analyst at Robertson Stephens, where she works closely with David Westbrook to manage the firm’s finance and reporting functions. With over 5+ years of experience in finance, accounting, and IFRS reporting, she brings a strong foundation of technical expertise and precision to her role. Before joining Robertson Stephens, Shilpi served as a […]
Charles Simmonds
Charles Simmonds is an Associate at Robertson Stephens who supports Team Westport through client onboarding, account management, and operational oversight. He oversees cash movement, trade execution, and custodian relationships while ensuring compliance and smooth day-to-day account maintenance. In this role, Charles helps deliver an exceptional client experience and contributes to the firm’s commitment to service […]