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. […]
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 […]
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 […]