Rick Polenske, CFP®, CTFA®
Rick Polenske, CFP, CTFA, is a Principal and Managing Director at Robertson Stephens. Rick provides comprehensive wealth management solutions to clients including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning, and philanthropic strategies. Rick has over 30 years of experience helping individuals and […]
Zack Perry, CFA®
Zack is Managing Director in the Investment Office at Robertson Stephens. Previously, he was Co-CIO and a Partner at Vine Street Wealth Management with John Bernabei. Prior to starting Vine Street, Zack spent 19 years at several investment management firms. The first 13 years were at Franklin Templeton, where he spent 10 years running a successful small cap product […]
Jen Padgett
Jen is a Vice President at Robertson Stephens Denver Office. Jen brings over a decade of experience driving productive collaboration between both internal and external stakeholders across multiple industries. As [title], she loves tackling complex situations and making them easier for all parties involved to navigate. It is important to her that clients feel like they […]
Becky Neils, CFP®
Becky is a Vice President at Robertson Stephens Denver office. Everything she does is meant to help clients understand their overall financial picture and help them toward their goals. She wants to get to know the clients and understand what is important to them. Prior to Robertson Stephens, Becky was a Senior Financial Planner at […]
Rohan Motwani, CFA®
Rohan is a Vice President in the Investment Office at Robertson Stephens. Prior to joining Robertson Stephens, Rohan was a Consultant at Greenwich Strategy, a boutique consulting firm focused on advising private equity clients. In his time with Greenwich Strategy, Rohan conducted top-down and bottom-up analyses of industries and companies to assess the suitability of […]
Karen McClintock, CFA®, CIC
Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundation boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies, and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, […]
Wendy Maroun
Wendy is an Associate in the Robertson Stephens Portland office. Wendy brings more than 25 years of experience to the operations role. Prior to Robertson Stephens, Wendy was a Senior Client Service Specialist at Rain Capital. She was charged with managing the daily operations of all client accounts and interacting with service providers. She was […]
David Matias, MS, CPA
David Matias is a Managing Director at Robertson Stephens in the Boston office. With the Boston team, he advises on a range of financial and life needs, including portfolio management, legacy creation, and social impact investing. David especially enjoys working with families looking to plan multi-generational wealth preservation and transfer while developing custom or novel […]
Ian Marshall
Ian is an Associate at Robertson Stephens. He supports David Westbrook and Mike Curley in finance and compliance. Prior to joining Robertson Stephens, Ian was an administrator for Tiret + Company, CPAs in Daly City, California. He worked with accountants and tax preparers to set up electronic filings for tax returns, organized tax related documents, […]
Matthew Lim
Matthew is a Vice President at Robertson Stephens. Matthew implements and develops business processes and strategies in order to provide high quality operational service to the firm’s clients and financial advisors. Key to his role, Matthew coordinates with advisors and custodians to support the on-boarding of new advisor teams, thus contributing to the continued growth […]
Carmen Liu
Carmen is an Analyst at Robertson Stephens, supporting the advisory team. She works cross-functionally with the other advisors in her team to onboard new clients and advise high-net-worth individuals by coordinating strategies in financial planning, investment management, tax planning, and estate planning. Prior to working at Robertson Stephens, Carmen was a paraplanner at LFS Wealth […]
Ron Lerner
Ron is a Vice President at Robertson Stephens in the Houston office. He has over 50 years of experience in wealth management. Prior to joining Robertson Stephens, he was an Adviser at Collaboration Capital, LLC, an investment advisory practice predicated on ESG principles and the power of for-profit enterprise to solve for complex, growing problems. His […]