Vikram Chugh, CFA®, CFP®

Chief Operating Officer, Principal

Vikram Chugh is the Chief Operating Officer for Robertson Stephens. He oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology, marketing and business strategy

Vikram has 20 years of leadership experience working at BlackRock, Merrill Lynch and Capital One. Most recently, Vikram led the business development effort for BlackRock’s Aladdin Wealth business in the Americas region. He was instrumental in the build out and launch of BlackRock’s Digital Wealth platform including the Aladdin Wealth capability, iRetire solution as well as the acquisition of FutureAdvisor. Prior to this role, he worked in BlackRock’s Corporate Strategy and Development team and previously worked as Head of Strategy for the US Wealth Advisory business.

Vikram earned a BTech degree from Indian Institute of Technology (I.I.T.), Delhi. He is a CFA® charterholder and member of the CFA Society New York. Vikram’s interests include FinTech, running and swimming. He enjoys spending time and traveling with his wife and their two boys.