Mammad Aliyev
Mammad Aliyev is an Associate at Roberston Stephens in the New York Office. He serves on the firm’s Technology and Operations Team where his responsibilities include portfolio accounting and implementation of wealth management and trading software. Prior to joining Robertson Stephens, Mammad worked as a Securities Analyst at Vodia Capital, a boutique wealth management firm […]
Daniel Arcos, CFA®, CFP®
Daniel is a Managing Director at Robertson Stephens. Based in New York City, he advises individuals, families, and foundations on portfolio construction and other wealth management considerations. Prior to his current role as an advisor, Daniel was a member of the firm’s Investment Office and was instrumental in launching the group during Robertson Stephens’ early […]
Mary Alpers, CFP®, EA, MBA
Mary Alpers, CFP®, EA, MBA, is Managing Director and Principal of the Robertson Stephens Colorado Springs office. She has provided wealth planning, investment management and tax planning expertise to her clients for over 20 years. She works with high-net-worth individuals and families, including professional couples, women and widows, retirees, and small business owners. Prior to joining Robertson […]
Chris Abbruzzese
Chris is a Senior Vice President in the Robertson Stephens Portland office. Chris brings extensive experience in risk management, investment and operational due diligence, portfolio construction, investment strategy, and capital markets transactions. Prior to Robertson Stephens, Chris co-founded Rain Capital and was the firm’s Chief Investment Officer. He was also Director of Research and Analytics […]
David Westbrook
David Westbrook is the Chief Financial Officer at Robertson Stephens. He oversees all financial, treasury, accounting, real estate, risk and human resource activities. Prior to joining Robertson Stephens, David was the CFO at Rockefeller & Co., before its sale to Rockefeller Capital Management, a substantial multi-family office, wealth manager and asset manager. Previously, he was […]
John Murray
John Murray is a Managing Director and Principal at Robertson Stephens. He is involved with the strategic direction of the firm and responsible for partnering with advisors wanting to improve their client service and accelerate growth. John has over 25 years of experience in family office, venture capital and investment banking services. Most recently, John […]
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 […]