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. […]
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 […]
Thomas Hagerstrom
Tom is a Managing Director and Principal and Robertson Stephens. With over 30 years of experience in the financial services industry, he assists high-net-worth and ultra-high-net-worth clients accumulate, manage, and apply their financial and human capital resources to achieve their spending, legacy and charitable goals. He believes each client’s goals, objectives, resources, and constraints are […]
Jack Gilligan, CFA®
Jack is a Senior Vice President at Robertson Stephens. Together with Erik Boe, Julie Steinman, CFP®, Eric Kiel, Brian Post, CFA and Kelly Woodward, Jack 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. In addition […]
Graham C. Gerlach, CFP®, AEP®
Graham is a Managing Director and Principal at the Robertson Stephens Denver office. He works with high-net-worth and ultra-high-net-worth individuals and families to implement customized multi-generational wealth solutions. Graham is also a Co-Founder and Chief Revenue Officer of Inclined Technologies, a SaaS software company focused on driving better long-term outcomes for whole life policyholders. Graham […]
Jeanette Garretty
Jeanette is a Principal and Managing Director at Robertson Stephens. For more than three decades, Jeanette has advised business leaders, entrepreneurs and wealthy families in the management of their personal financial needs, with a particular focus on unique market opportunities, strategic planning and philanthropy. With her colleagues throughout the firm, Jeanette engages with Robertson Stephens […]