Annelise Bovet, CFP®
Annelise is a Vice President at Robertson Stephens in the Houston office. She has over 25 years of experience in wealth management. Prior to joining Robertson Stephens, she was Senior Client Service Officer at Collaboration Capital, LLC, an investment advisory practice predicated on ESG principles and the power of for-profit enterprise to solve for complex, […]
Erik R. Boe
Erik is a Managing Director and Principal at Robertson Stephens. Together with Eric Kiel, Julie Steinman, CFP®, Brian Post, CFA and Kelly Woodward, he works closely with clients’ portfolio management needs and is committed to providing fully comprehensive wealth management solutions. Over the years Erik has sought to help high-net-worth families, charitable foundations and business […]
Edward Blamo
Edward is a Vice President at Robertson Stephens. Edward is responsible for supporting the Central Operations Team in developing and executing scalable and efficient business processes for the firm. He works with financial advisors and our custodians to on-board new advising teams. Prior to joining Robertson Stephens, Edward was a Portfolio Analyst at AssetMark Inc. […]
Bryce Black
Bryce is a Senior Vice President at Robertson Stephens. He works with the Corporate Development Team to help drive business growth and develop strategic relationships. Before joining Robertson Stephens, Bryce held various roles in wealth management, mergers & acquisitions, and consulting. Most recently, Bryce spent three years on the Mergers & Acquisitions team at Focus […]
John Bernabei, CFP®
John Bernabei is a Principal and Managing Director at Robertson Stephens and located in San Francisco. Together with Zack Perry, John advises high net worth individuals on a wide range of wealth management solutions ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Prior to joining Robertson Stephens, John was a founding […]
Dylan Ballard
Dylan is a Vice President at Robertson Stephens on the Technology and Operations team. He has 10 years of experience in the wealth management industry, building an expertise leveraging trading technology alongside implementing scalable operations to provide advisors and clients the best experience possible. Prior to joining Robertson Stephens, Dylan was the Senior Portfolio Analyst […]
Mammad Aliyev
Mammad Aliyev is an Associate at Roberston Stephens in the New York Office. He serves on the firm’s Technology and Operations Team where his responsibilities include portfolio accounting and implementation of wealth management and trading software. Prior to joining Robertson Stephens, Mammad worked as a Securities Analyst at Vodia Capital, a boutique wealth management firm […]
Daniel Arcos, CFA®, CFP®
Daniel is a Managing Director at Robertson Stephens. Based in New York City, he advises individuals, families, and foundations on portfolio construction and other wealth management considerations. Prior to his current role as an advisor, Daniel was a member of the firm’s Investment Office and was instrumental in launching the group during Robertson Stephens’ early […]
Mary Alpers, CFP®, EA, MBA
Mary Alpers, CFP®, EA, MBA, is Managing Director and Principal of the Robertson Stephens Colorado Springs office. She has provided wealth planning, investment management and tax planning expertise to her clients for over 20 years. She works with high-net-worth individuals and families, including professional couples, women and widows, retirees, and small business owners. Prior to joining Robertson […]
Chris Abbruzzese
Chris is a Senior Vice President in the Robertson Stephens Portland office. Chris brings extensive experience in risk management, investment and operational due diligence, portfolio construction, investment strategy, and capital markets transactions. Prior to Robertson Stephens, Chris co-founded Rain Capital and was the firm’s Chief Investment Officer. He was also Director of Research and Analytics […]
David Westbrook
David Westbrook is the Chief Financial Officer at Robertson Stephens. He oversees all financial, treasury, accounting, real estate, risk and human resource activities. Prior to joining Robertson Stephens, David was the CFO at Rockefeller & Co., before its sale to Rockefeller Capital Management, a substantial multi-family office, wealth manager and asset manager. Previously, he was […]
John Murray
John Murray is a Managing Director and Principal at Robertson Stephens. He is involved with the strategic direction of the firm and responsible for partnering with advisors wanting to improve their client service and accelerate growth. John has over 25 years of experience in family office, venture capital and investment banking services. Most recently, John […]