Raymond is a Senior Vice President at Robertson Stephens , bringing over 15 years of extensive experience in financial services, with a strong focus on wealth management, financial modeling, and portfolio management. In his current role, Raymond is responsible for delivering comprehensive client solutions that include market research, portfolio management, capital markets advisory and other related responsibilities for ultra-high-net-worth individuals and family offices in the San Francisco Bay Area and internationally in Asia.
Prior to joining Robertson Stephens, Raymond was a Vice President with HSBC Securities, Inc. in the Private Client Service Group, where he advised domestic and international clients on personalized investment strategies, wealth preservation, and growth solutions.
Raymond earned an MS in Financial Analysis from University of San Francisco and a BA in Real Estate Investment and Land Economics from University of Nebraska. He is a CFA charterholder and an active member of the CFA Society in San Francisco. Outside of work, Raymond and his wife, Weiwei, enjoy traveling in Asia seeking exotic culinary experiences. Raymond became an avid Husker football fan after his college years in Nebraska.