Richard Lewis, AIF®
Richard Lewis, AIF® is a Managing Director and Principal of Robertson Stephens Rhode Island office. Richard has more than 8 years of experience in the financial service industry, specializing in financial planning. He works closely with Start-Up founders, corporate executives, and multi-generational families. He enjoys helping to plan for retirement and finding solutions for lifetime […]
Carol Nulman
Carol Nulman is a Managing Director and Principal of Robertson Stephens Rhode Island office. Carol has more than twenty-five years of experience in the financial service industry. Her career began at Lehman Brothers Kuhn Loeb where she cultivated a strong client base of high-net-worth individuals and institutional clients. She further expanded these relationships at Wertheim […]
Shilpi Roy
Shilpi is an Analyst at Robertson Stephens, where she works closely with David Westbrook to manage the firm’s finance and reporting functions. With over 5+ years of experience in finance, accounting, and IFRS reporting, she brings a strong foundation of technical expertise and precision to her role. Before joining Robertson Stephens, Shilpi served as a […]
Charles Simmonds
Charles Simmonds is an Associate at Robertson Stephens who supports Team Westport through client onboarding, account management, and operational oversight. He oversees cash movement, trade execution, and custodian relationships while ensuring compliance and smooth day-to-day account maintenance. In this role, Charles helps deliver an exceptional client experience and contributes to the firm’s commitment to service […]
Steve Sears
Steve is a Senior Compliance Officer with supervisory oversight of the firm’s various activities and its branch locations. Steve has over 30 years of investment adviser and broker-dealer experience with leading firms including Charles Schwab, Morgan Stanley, and UBS. Most recently, Steve was a Vice President of Compliance at First Republic Securities Co., where he […]
Sandhyaa Ram
Sandhyaa Ram is a Tax Associate at Robertson Stephens, where she plays a key role on the Holmdel, NJ Team. With 7 years of professional experience, she collaborates closely with Frankie Corrado, CFP®, RLP and Kevin Talty, CFP®, EA. Her expertise spans 4 years in US Tax Services, where she delivers comprehensive support across individual (Form 1040), partnership (Form 1065), […]
Leah Hokenson, J.D.
Leah is a Principal and Managing Director at the Robertson Stephens New York City office. Leah has a particular interest in art and advises artists, creatives, and collectors on wealth management. She believes that wealth can be used to form a more equitable, conscious world. She works with families, estates, trusts, and foundations to represent […]
Courtney Kelly
Courtney is a Vice President at Robertson Stephens in the New York Office. She supports Avi Deutsch in providing an outstanding client experience. Courtney especially enjoys working with clients on complex financial planning initiatives and ensuring exceptional service delivery throughout the advisory relationship. Prior to joining Robertson Stephens, Courtney served as Director of Professional Services at Altera Digital Health, […]
Mukul Agarwal
Mukul is a Senior Vice President on the Finance Team at Robertson Stephens. Working with the CFO, he oversees all finance, accounting, reporting, treasury, and decision support activities. He has 11 years of experience in Finance Controllership, US GAAP/IFRS reporting, SOX 404, and Financial Planning & Analysis. Prior to joining Robertson Stephens, Mukul was the […]
Nageshwar Reddy
Nageshwar is an Associate on the Robertson Stephens Operations Team. With over 5 years of client service experience, he strives to build and optimize client servicing & operational efficiencies and to enhance a greater client experience. Prior to joining Robertson Stephens, Nageshwar worked as a dedicated Client Service Associate at Northern Trust. He worked with […]
Nithin Kumar
Nithin is an Associate at Robertson Stephens, specializing in performance reporting and business operations. With 5+ years of experience in the financial services industry. Nithin’s expertise lies in investment performance analysis and reporting, client reporting, and investment portfolio marketing services. Prior to joining Robertson Stephens, Nithin served as an Associate at Acuity Knowledge Partners (formerly […]
Pavan Kumar
Pavan is an Associate on the Finance Team at Robertson Stephens. He has 9 years of work experience and works with the CFO on finance, accounting, reporting, treasury, and decision support activities. Prior to joining Robertson Stephens, Pavan was the Senior Staff Accountant at Mresult Services Pvt Ltd (Ncheng LLP), a CPA firm, where he led the accounting […]