Stuart Katz
Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio analytics, risk management, manager selection and overall long-term strategic portfolio and near-term tactical asset allocation investment process. Stuart has more than 30 years of institutional and family office investment experience as both a direct investor and allocator across traditional public asset classes […]
Michael J. Curley, CFA®
Mike is the Chief Compliance Officer for Robertson Stephens, overseeing all matters relating to reputation and compliance management. Mike has over 25 years of investment advisor and broker-dealer experience with firms such as JP Morgan, Hambrecht & Quist and Thomas Weisel Partners. Most recently, Mike was Chief Compliance Officer with First Republic Securities, a dually-registered […]
Vikram Chugh, CFA®, CFP®
Vikram Chugh is the Chief Operating Officer for Robertson Stephens. He oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology, marketing and business strategy. Vikram has 20 years of leadership experience working at BlackRock, Merrill Lynch and Capital One. Most recently, Vikram led the business […]
Raj Bhattacharyya
Raj has over 30 years of experience in the financial services industry, leading large franchises across trading, capital markets and wealth management. Raj joined Robertson Stephens in 2019 initially as an investor, then as a board member and formally took over the CEO role in 2020 after eight months as a leading board member and […]