Danielle Bugni, CFA®

Danielle is a Client Service Associate at Robertson Stephens responsible for supporting the Boise branch.  She works with Rick Polenske, CFP®, CTFA, Managing Director to provide a broad range of wealth management solutions to help clients protect and grow their hard-earned assets.

Before joining Robertson Stephens, she was a Senior Portfolio Associate with Selway Asset Management.  Having spent over 20 years in the investment advisory industry, she has experience in securities research, trading, portfolio administration, client service, operations, and compliance.

Danielle earned her BBA in Finance and International Business from Boise State University.  She also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Idaho.

Danielle is happy to call Idaho home and enjoys spending time with family and friends, reading, mountain biking, crocheting, and taking orders from her cat.