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 and in her role she works cross-functionally to offer personalized and comprehensive wealth management solutions for high net worth and ultra-high net worth clients. Prior to joining Robertson Stephens, Kapril was at First Republic Bank as part of the bank’s Treasury team. Previously she was a Senior […]
Jack Donnelly
Jack is an Analyst at Robertson Stephens working with Erik Boe, Julie Steinman, CFP®, Eric Kiel, Jack Gilligan, CFA, Kelly Woodward, and Michael Ridgeway. He is a part of the Sun Valley, Idaho-based team serving the wealth management needs of individuals and families in the Northwest and throughout the country. Jack works on the portfolio […]
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 […]
Ashley Watson
Ashley is a Vice President at Robertson Stephens with more than 10 years of industry experience. She works alongside John Murray, John Bernabei, and Zack Perry to support high net worth and ultra-high net worth individuals, senior executives, and their families with a broad range of wealth management solutions and family office lifestyle services. Prior […]
Patty Wanandi
Patty is a Senior Vice President at Robertson Stephens. Patty is responsible for Robertson Stephens’ marketing and branding efforts. Prior to joining Robertson Stephens, Patty was based in Jakarta, Indonesia as an Assistant Vice President at a family office, PT. Gemala Sarana Wiyata. Previously, Patty was an associate at Belstar Group, a hedge fund in […]
Shawn Wallace
Shawn is Managing Director and heads the pilot services at Robertson Stephens Denver office. Prior to Robertson Stephens, Shawn was Managing Director at Ratio Wealth Group. Shawn has been a dedicated planning agent for over seven years, focusing on the comprehensive insurance and investment needs of affluent clients throughout the country. He offers expertise in […]
Mahir Vora
Mahir is a Managing Director and Principal in the Investment Office at Robertson Stephens. Mahir has over 25 years of experience as an investor, wealth management product specialist and investment banker. Most recently, Mahir was a founding member of a new distressed debt strategy at TCW. Prior to that, Mahir was a Managing Director at […]