Matthew Parrish
Matthew recently joined Robertson Stephens as an Analyst, marking his first professional role after graduating from Georgetown University with a Bachelor of Science in Foreign Studies. With a strong foundation in global economics, international relations, and technology policy, he is passionate about applying his academic expertise to the financial and strategic challenges at Robertson Stephens. […]
Alina Churakova
Alina is an Analyst at Robertson Stephens in the New York City Office. She supports Raj Bhattacharyya in his daily matters. Before joining Robertson Stephens, Alina was a multilingual legal and administrative professional with 4+ years of experience acquired in Ukraine, specializing in corporate law, contract negotiations, and immigration law in Ukraine. Before becoming a […]
Greg Halzack
Greg is a Vice President at Robertson Stephens, working in the Performance Analysis and Client Reporting team at the New York office. With over 10 years of experience in the wealth management industry, Greg has developed expertise in performance analysis and client reporting solutions. Greg began his career at Morgan Stanley, specializing in customized solutions […]
Kartikay Pathak
Kartikay is an Analyst in the Investment Office at Robertson Stephens. Before joining Robertson Stephens, he served as an Equities Management Associate in the Global Banking & Markets division at Goldman Sachs, providing comprehensive support to Asia Equities Traders. Kartikay began his career as a Financial Analyst at JP Morgan, contributing to the Global Finance […]
Charlie O’Brien
Charlie is an Associate on the Corporate Development Team at Robertson Stephens, where he helps drive business growth and establishes strategic partnerships. Before joining Robertson Stephens, Charlie spent five years building out RIA teams as a financial services headhunter at Robert Half. During his time there, he consulted with firms to uncover growth opportunities and spearheaded […]
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, CFP®
Dan is a Vice President and financial advisor in the Robertson Stephens North Barrington office. As a Certified Financial Planner®, Dan works collaboratively with clients to deliver comprehensive wealth plans to help them achieve peace-of-mind on their full financial picture. Dan blends his technical expertise with a deep, client-focused approach, building trusted relationships that prioritize each […]
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 […]