Alicia is a Senior Vice President at Robertson Stephens. She works with Mallon FitzPatrick in the Financial Planning Group, supporting the firm’s advisors by building and analyzing financial plans for clients. Her other responsibilities include researching regulatory changes in planning and growing the firm’s financial planning center.
Prior to joining Robertson Stephens, Alicia spent six years working in the wealth management industry in San Francisco, most recently as an Associate at Evergreen Gavekal. She was the first junior hire in the San Francisco office and helped scale the business over the course of four years. Alicia started her career working with ultra-high net worth families at Hall Capital Partners LLC. She earned her CFP® in 2018 and is a member of the Financial Planning Association.
Alicia earned a BA in Romance Languages and Literature from Bowdoin College. She lives in New York City and enjoys yoga, baking, traveling, and spending time at the beach.