Abril Espinoza, ChFC®, CDS®
Abril is an Associate at Robertson Stephens, where she supports Pam Friedman in offering clients personalized and comprehensive financial services and investment strategies. Before joining Robertson Stephens, Abril served as a Research and Teaching Assistant at the Center for Financial Responsibility at Texas Tech University. She also served as the Director of Financial Services at […]
David Ebbins
David is a Vice President at Robertson Stephens. David is responsible for the delivery and execution of important information, strategies, technology, and client services, working alongside Frank Corrado, CPA, CFP®, RLP, Frankie Corrado, CFP®, RLP, and Kevin Talty, CFP®, EA. David is a seasoned organizational leader and manager, with a background in instructional technology and […]
Avi Deutsch
Avi Deutsch is a Managing Director and Principal at Robertson Stephens in the New York office where he advises on portfolio management, financial planning, and social impact investing. Avi especially enjoys working with small business owners and tech executives on exit planning, liquidation of stock options and crypto assets, and planning for life after a […]
Alicia Denton, CFP®
Alicia is a Senior Vice President at Robertson Stephens. She works with Mallon FitzPatrick in the Financial Planning Group, supporting the firm’s advisors by building and analyzing financial plans for clients. Her other responsibilities include researching regulatory changes in planning and growing the firm’s financial planning center. Prior to joining Robertson Stephens, Alicia spent six […]
Joe Delaney, RLP®
Joe is a Managing Director and Principal at Robertson Stephens. With over four decades of unwavering dedication to the financial industry, he has emerged as a seasoned veteran in the field of wealth management and financial planning. Joe’s journey from a Big 4 CPA to becoming the founder of Lifeguard Wealth, a registered investment advisor, […]
Frankie Corrado, CFP®, RLP®
Frankie is a Principal and Managing Director at Robertson Stephens. Alongside his father, Frank Corrado, CPA, CFP®, RLP® and Kevin Talty, CFP®, EA, Frankie guides clients towards peace of mind and the freedom that comes from financial security in a comprehensive plan. As a Certified Financial Planner™, Frankie combines his technical finance experience with authentic […]
Frank Corrado, CPA, CFP®, RLP®
Frank is a Principal and Managing Director at Robertson Stephens. Together with his son Frankie Corrado, CFP®, RLP and Kevin Talty, CFP®, EA provides comprehensive financial life guidance to individuals, families and business entrepreneurs. Frank has more than 15 years of experience advising clients on a broad range of personal finance opportunities including cash management, […]
Dane Colin
Dane is an Associate at Robertson Stephens. He works with Danny Rozansky, Jeanette Garretty, Michael Zaninovich and Raymond Lang, helping them to ensure high net worth and ultra high net worth clients have the best experience possible. This includes helping to onboard new clients and set up new accounts as well as maintain client accounts […]
Yvette Clark
Yvette H. Clark is a Client Service Manager, VP in the Santa Rosa office. She brings over 25 years of experience in supporting the firm’s client reporting, client communications, and business development efforts. Yvette works with Rick Tasker, Managing Director and Principal, along with Elizabeth Barrett, Investment Advisor Representative, Associate. Prior to joining Robertson Stephens, […]
Diana Cason
Diana is a Vice President at Robertson Stephens. Diana brings over 20 years of experience in market development and expansion, and 10 years in the financial services industry. She works in new client acquisitions, client retention, and client relations. She is passionate about service-based client relations as a critical part of the business model. Prior […]
Louis Calabrese
Lou is the Chief Marketing Officer for Robertson Stephens. He is responsible for leading Robertson Stephens’s efforts to market its wealth management services to an ever-growing group of clients and helping advisor teams develop and execute their lead generation strategies. Lou has 24 years of leadership experience at Equitable and LPL Financial. While at LPL […]
Tom Bruno
Tom Bruno is a Managing Director and Principal of Robertson Stephens. Located in Jackson, Wyoming and with 20 years of experience in the financial services industry, he works with high-net-worth clients, assisting them in effectively managing their wealth by identifying each client’s unique goals then implementing custom, comprehensive wealth plans to help accomplish those goals. […]