Ben Weisel
Ben Weisel is an Associate at Robertson Stephens working with the Corporate Development Team. In his role, Ben helps drive business growth and develop strategic relationships. Before joining Robertson Stephens, Ben worked at Artisan Partners and Crescent Grove Advisors. Ben began his time at Artisan Partners in their rotational program, supporting client reporting and investment […]
Tom Chernesky, CFP®
Tom is Managing Director and Principal in the Robertson Stephens North Barrington office. Tom has been in the financial planning and investment advising business for over 30 years. Tom is particularly adept at working with clients going through or expecting to go through major life transitions such as the death of a spouse, divorce, care […]
John Dorn, CFP®, CPA
John is a Senior Vice President in the Robertson Stephens North Barrington office. As a wealth advisor, he works with our high-net-worth clients and business owners to determine their financial position and the importance of developing a sound financial plan with targeted strategies and solutions. Prior to Robertson Stephens, John joined CAFG Private Wealth in 2013 as […]
Megan Mikusa
Megan is a Vice President at Robertson Stephens North Barrington office. She delivers exceptional service and genuinely cares for our clients. Megan builds strong relationships, manages a diversity of tasks, and has strong attention to detail. Prior to Robertson Stephens, Megan was the Client Service Coordinator at CAFG Private Wealth. With a strong focus on […]
Dan Zarzynski
Dan is a Vice President in the Robertson Stephens North Barrington office. He ensures that the right people, processes, and practices are in place and aligned with our client-first philosophy. He also maintains a culture of continuous improvement to enhance our client service by developing strategies for connecting to and interacting with our practice and […]
Kaylie Baird
Kaylie is a Client Service Consultant* for Robertson Stephens, dedicated to meeting clients’ needs with a strong emphasis on efficiency and delivering exceptional client experience. She supports Joe Delaney on all client service-related matters, ensuring each client’s experience reflects the care and attention they need. With four years of experience in the financial industry, Kaylie […]
Michael Zaninovich
Michael is a Principal and Managing Director at Robertson Stephens and has managed institutional and individual portfolios for 27 years. Together with Jeanette Garretty and Danny Rozansky, Michael advises Robertson Stephens’ clients in the US and Europe on capital markets, multi-asset class portfolios, hedging and manager due diligence. Prior to Robertson Stephens, Michael was a […]
Kapril Wooley
Kapril is a Vice President at Robertson Stephens supporting the advisory team. In this role she works cross-functionally with advisors to offer clients personalized and comprehensive financial planning and investment strategies. Prior to joining Robertson Stephens, Kapril was at First Republic Bank as part of their Treasury team. Previously she was a Senior Family Office […]
Kelly Woodward
Kelly is a Vice President at Robertson Stephens. She works with Erik Boe, Managing Director and Principal, along with Julie Steinman, CFP®, Brian Post, CFA, Eric Kiel and Michael Ridgeway, supporting them in all aspects of cultivating client relationships to provide a tailored client experience. Prior to joining Robertson Stephens, Kelly was a Client Service […]
Michelle Williamson
Michelle is a Vice President and Office Manager in the Robertson Stephens Colorado Springs office. She has been working with Mary Alpers since 2007 and is responsible for helping to onboard new clients, setting up new accounts, and maintaining client accounts across platforms. Prior to joining Robertson Stephens, Michelle was an Office Manager and Manager […]
Chanda Wilcox
Chanda is Vice President 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 […]
Dinah Wellington
As Vice President with Robertson Stephens, Dinah is responsible for client portfolio administration and office management within the firm’s Pasadena office. In this critical role, she handles a variety of administrative tasks including client reporting and meeting preparation, client relationship management, database maintenance, document retention and recordkeeping. She works closely with client CPAs for charitable […]