Mark Ledbetter
Mark is an Analyst at Robertson Stephens. He helps San Ramon/Burlingame office ensure that high-net-worth clients have the best experience possible, which includes client onboarding, investment management and coordinating strategic plans. Prior to working at Robertson Stephens, Mark was an agent and registered representative at New York Life. His positions required him to get involved […]
Matthew Lau, CFP®, EA
Matt is a Senior Vice President at Robertson Stephens. He uses a holistic approach to advise high-net-worth individuals by coordinating strategies in financial planning, investment management, tax planning, and estate planning. Prior to joining Robertson Stephens, Matt spent eight years at LFS Wealth Advisors in the San Francisco Bay Area where he was part of […]
John Lau, CPA, CFP®
John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution […]
Helen Lau
Helen is a Senior Vice President at Robertson Stephens. She works with John Lau and his team in the San Ramon/Burlingame office. She works with both individual and small businesses with tax preparation and tax planning as well as audit representation with the IRS and Franchise Tax Board. Prior to joining Robertson Stephens, she was […]
Keith Larkin
Keith is a Managing Director and Principal at Robertson Stephens. With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are trying to go. […]
Raymond Lang, CFA®
Raymond is a Senior Vice President at Robertson Stephens , bringing over 15 years of extensive experience in financial services, with a strong focus on wealth management, financial modeling, and portfolio management. In his current role, Raymond is responsible for delivering comprehensive client solutions that include market research, portfolio management, capital markets advisory and other […]
Christopher L. Knapp
Chris has over 36 years experience as investment advisor and entrepreneur. He began his career at Brown Brothers Harriman in New York, later co-founding and serving as CEO for Chilton Capital Management in Houston. Prior to joining Robertson Stephens Chris founded and served as CEO for Collaboration Capital, an investment advisory practice predicated on ESG […]
Ellen Kim
Ellen is a Managing Director and Principal in Robertson Stephens Portland office. Ellen’s financial industry background has been broad and deep spanning more than 20 years. She has worked with both high net worth and ultra high net worth families in a number of different roles – including advisory, financial planning, analytics and performance measurement. […]
Eric Kiel
Eric is a Vice President at Robertson Stephens. Together with Erik Boe, Julie Steinman, CFP®, Brian Post, CFA and Kelly Woodward, Eric is a part of the Sun Valley, Idaho-based team serving the wealth management needs of high and ultra-high net worth clientele in the Northwest and throughout the country. Prior to joining Robertson Stephens, […]
Victoria Jung, CFP®
Victoria is a Vice President who supports Robertson Stephen’s advisors by working with financial advisors to evaluate client needs and create individually tailored financial plans. She works with Mallon FitzPatrick and Alicia Denton in the Wealth Planning Center to design and implement financial models and solutions that help clients achieve their goals. Prior to joining […]
Jairo Jimenez
Jairo Jimenez is Vice President at Robertson Stephens in the New York Office. He serves on the firm’s Technology and Operations Team where his responsibilities include handling internal IT day-to-day issues, and projects as well as coordinating with our MSP on a wider range of IT systems used at Robertson Stephens. Prior to joining Robertson […]
Nancy Kimball
Nancy is an Associate at Robertson Stephens’ Denver office. She thrives on ensuring the Denver team is prepared for all its client’s needs in and out of the office. Before Robertson Stephens, Nancy was an Executive Assistant at Ratio Wealth Group. She has a long career in advertising sales, where she worked for Blair Television […]