Grace Tierney
Grace is an Associate on the firm’s Central Operations and Marketing Teams specializing in client reporting, communications and marketing, and providing operational support for the firm’s Advisors and clients. Grace is responsible for cross-functional projects involving Operations, Client Service, Marketing and Compliance. She is currently helping to lead the firm’s social media platform build-out and […]
William Thrush
Bill is the Managing Director and Principal of the Robertson Stephens Westport office. With over 15 years of experience in the financial services industry and a deep entrepreneurial background, Bill is committed to providing clients personalized service and thoughtful investment advice. He specializes in developing and managing of financial strategies for private business owners and […]
Rick Tasker, GFS®, AIF®
Rick is currently Managing Director and Principal at Robertson Stephens, specializing in pension consulting. Most recently, Rick was the founder and president of Epoch Consulting Group, a Santa Rosa, California based fee-only registered investment advisory firm. Epoch provided pension consulting services to retirement plan sponsors and members of their retirement plans. Serving the retirement marketplace […]
Kevin Talty, CFP®, EA
Kevin is a Managing Director at Robertson Stephens where he provides financial life guidance alongside the rest of the Holmdel, NJ team. Kevin has been insatiably curious about people and their stories since studying and living in Europe for a year during his undergraduate program. With curiosity and the calling to help people, he pursued […]
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. She has over 32 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. Early in her career, Lauren spent 12 years […]
Janet Shetty, CFP®
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 Senior 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 […]