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Chanda Wilcox

Associate

Chanda is an Associate at Robertson Stephens, supporting the Houston, Denver & Vail Valley offices as they serve their client’s unique financial planning and wealth management needs. She enjoys leveraging the Robertson Stephens financial technology tools to efficiently address client needs so that the team can focus their energy on adding value to the client relationship.

Prior to joining Robertson Stephens, Chanda spent her career in the hospitality industry. Most recently she spent four years at a technology startup called The Guestbook where she built the new-partnership onboarding and software implementation processes. At the beginning of the COVID-19 pandemic she decided to exit hospitality and began pursuing her CFP® designation by completing a financial planning program through the University of California, Berkeley. She is on track to achieve this designation by the end of 2023. 

Chanda earned a BS in Hospitality Administration from the University of Nevada, Las Vegas. She lives in Denver Colorado and enjoys music festivals, fine art painting, community activism, and spending time with her two cats, Mouse and Alaska.

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p: (415) 500-6810
e: info@rscapital.com
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Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

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My Portfolio