Jeanette has been working with ultra-high net worth individuals, wealth families, senior executives and companies for more than 25 years. Jeanette joined Robertson Stephens in July 2014. Together with Danny Rozansky and Michael Zaninovich, she advises Robertson Stephens’ clients in the US, Europe and Israel on a wide range of wealth management issues ranging from investment performance to cash flow forecasting and estate planning. Previously, she was Senior Vice President and Wealth Advisor for Wells Fargo Private bank in Palo Alto. Jeanette started her career at Bank of America as Head of Industry Analysis and Chief Domestic Economist. Jeanette earned a M.A. in Economics from Stanford where she also completed her doctoral studies and a BS in Mathematical Economics from Santa Clara University. She sits on the Advisory Board of the Stanford Institute for Economics and Policy Research and is a Trustee and President’s Circle member of The Washington Institute for Near East Policy. Jeanette is also Chair Emerita for the Northern Arizona University Foundation Investment Committee.
Danny has been working with ultra-high net worth individuals and their families, senior executives and companies for more than 20 years. Danny joined Robertson Stephens in July 2014. Together with Jeanette Garretty and Michael Zaninovich, he advises Robertson Stephens’ clients in the US, Europe and Israel on a wide range of wealth management issues ranging from investment performance to cash flow forecasting and estate planning. Prior to Robertson Stephens, he was a Senior Vice President and Wealth Advisor for the Greater Bay area for Wells Fargo Private Bank. Prior to Wells Fargo, Danny was part of the myCFO team, Inc. an integrated wealth a management and family office based in Silicon Valley. Danny started his career working with ultra-high net worth families at the San Francisco office of Arthur Anderson LLP, where he worked in the Family Wealth and Private Client Group. He earned a JD from the University of the Pacific, McGeorge School of Law and holds a B.A. in History from the University of California – Berkeley.
Michael has over 25 years of experience managing institutional and individual portfolios. Michael joined Robertson Stephens in July 2014. Together with Jeanette Garretty and Danny Rozansky, Michael advises Robertson Stephens’ clients in the US, Europe and Israel on capital markets, multi-asset class portfolios, and manager due diligence. Prior to Robertson Stephens, Michael was a Senior Vice President and Senior Investment Strategist at Wells Fargo Private Bank. Before Wells Fargo, he was a partner in two long/short hedge funds and a consultant to a global macro hedge fund. He earned a Masters of International Affairs from Columbia University and holds a B.A. from Cornell University.
Raymond is currently responsible for sales operations, market research, portfolio analysis and assists with portfolio management duties. Raymond joined Robertson Stephens in July 2016. Raymond has more than 10 years of experience in financial services with expertise in wealth management, financial modeling, and portfolio management. Prior to joining Robertson Stephens, Raymond was a Vice President with HSBC Securities (USA), Inc. in the Private Client Service group advising and building personalized asset allocation models to high net worth clients domestically and in Asia. He earns a MS in Financial Analysis from University of San Francisco and a BA from University of Nebraska in Real Estate Investment and Land Economics. Raymond is also a CFA Level III candidate.
Michael has over 35 years of experience in financial services and specifically family wealth management. He joined Robertson Stephens in September of 2013 as their Founding Advisor and has been a member of the firm’s Investment Committee ever since. His wealth management practice is comprehensive in scope, acting as a virtual family office manager for each of his clients. In addition to providing clients with a progressive, differentiated investment strategy, the core competency of Robertson Stephens’, Michael takes the lead in client’s estate planning, liability management, banking, accounting and philanthropic needs working with satellite, best in class, professionals outside the firm, in those non-investment areas. Clients finally have the experience of a one stop solution without limiting the intellectual pool they draw from for their wealth management solutions. Michael previously built leading businesses at Salomon Brothers and Montgomery Securities in New York. Before Robertson Stephens, Michael was Managing Director and senior member of The Presidio Group’s wealth advisory business in San Francisco. He earned a B.S. in Chemical Engineering from Villanova University.
Steve is a Client Services Associate whose responsibilities include client support, operations, trading and quarterly reporting. Steve joined Robertson Stephens in February 2018. Prior to joining Robertson Stephens, Steve was a Client Service Associate with Parallel Advisors and Wetherby Asset Management in San Francisco.
Steve has worked in financial services for over 20 years and has extensive experience in client service, operations, and asset allocation for high net worth and institutional clients. Steve earned a B.S. in Finance from California State University, Sacramento.