Michael Stephens
Mike is a Vice President at Robertson Stephens. Mike’s responsibilities include onboarding new clients, move money, and supporting existing clients’ requests and needs. Prior to joining Robertson Stephens, Mike was an Operations Support advisor for LFS Wealth Advisors in Burlingame, CA. Previously, Mike worked for Hewlett Packard doing contracted technical support for the City and […]
Julie Steinman, CFP®
Julie is a Managing Director at Robertson Stephens. Together with Erik Boe, Eric Kiel, Brian Post, CFA and Kelly Woodward, she meets client needs by providing high-touch, personalized attention. As a CFP® professional her focus is on gaining a comprehensive understanding of the individuals and families she works with including their financial circumstances, family dynamics, […]
Jennifer Spence
Jen is a Vice President at Robertson Stephens. She leads the marketing efforts for the San Ramon and Burlingame offices, working directly with John Lau to define marketing strategies to promote growth and client engagement. Prior to joining Robertson Stephens, Jen was the Marketing Director at LFS Wealth Advisors in Burlingame, California, managing the firm’s […]
Lauren Sigman, CFP®
Lauren is a Principal and Managing Director at Robertson Stephens in the Denver and Vail Valley area. She has over 35 years of experience in personal financial planning, divorce planning, finance and real estate. Prior to joining Robertson Stephens, she was a wealth manager and financial planner at All Season Financial Advisors for 17 years. […]
Janet Shetty
Janet is an Associate at Robertson Stephens in the Boston Office. She supports David Matias and Brandon Frye in providing clients with a superb client experience. Prior to joining Robertson Stephens, Janet was a Client Services Associate at Vodia Capital, a boutique wealth management firm in Lincoln, Massachusetts, supporting the advisor team. Janet has more […]
Jack Seavall
Jack is an Analyst at Robertson Stephens Denver office. He has a passion for helping people and working hard. And he enjoys employing this passion to help clients reach their financial goals. He is a firm believer that in life, everyone needs a little guidance, direction, and help. Prior to Robertson Stephens, Jack was a […]
Derek J. Scarth
Derek is a Managing Director and Principal at the Robertson Stephens Denver office. Derek wants individuals and families to know that he and his team take tremendous pride in providing confidence and harmony around estate and financial objectives. He understands that assets are only valuable as part of a prearranged mosaic and is truly dedicated […]
Vimarsh Saxena
Vimarsh is a Vice President at Robertson Stephens on the Technology and Operations team. He has 10 years of experience in Technology, Insurance and Finance industries and his expertise lies in building scalable technology solutions and increase user engagement and adoption. Prior to joining Robertson Stephens, Vimarsh was the Senior Data Analyst and Salesforce Administrator […]
Meghan Rump, CFP®, CRPC®
Meghan is the Managing Director and Principal of the Robertson Stephens Westport office. She brings nearly two decades of experience in financial services and wealth management to the team, as well as a background in client service. Working alongside Bill, Meghan focuses on providing clients with high-touch service and thoughtful advice. Prior to Robertson Stephens, […]
Danny Rozansky
Danny is a Principal and Managing Director at Robertson Stephens. Together with Michael Zaninovich, Danny advises high net worth and ultra-high net worth individuals, senior executives and their families on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Danny has more than 25 years […]
Anne Robertson
Over the past 25 years Anne Robertson has developed proposals and increasingly effective strategies to obtain revenue for several large non-profits, and socially responsible businesses. Among other duties, she has also chaired major fundraising events for many influential entities, and when combined, has raised well over one million dollars to help their critical efforts. One […]
Michael Ridgeway
Michael is a Managing Director and Principal at Robertson Stephens. Michael advises high net worth individuals/families, senior executives and business owners on a wide range of wealth management issues including risk allocation strategies, financial planning, business exit planning / generational wealth transfer. Michael draws on his 30+ years of professional investment and capital markets experience […]