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 […]
Jialin Liu
Jialin is an analyst at Robertson Stephens, working in advising ultra-high net worth clients in the areas of retirement planning, tax planning, and estate planning. She also supports the team in operations, account maintenance, and client services. Previously, Jialin worked at LFS Wealth Advisors as a paraplanner and financial analyst in San Ramon, California. Prior […]
Matthew Lau, CFP®, EA
Matt is a Managing Director 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 an […]
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. […]
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, […]