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Robertson Stephens

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

Who We Are

Invested in Your Future

Robertson Stephens is composed of a diverse team of accomplished leaders in finance, planning and investment advisory services. Each of us shares a deep understanding and desire to create long-lasting relationships and wealth for our clients. Our clients are the reason why we exist, and we will never forget that.

Raj Bhattacharyya

Chief Executive Officer, Board Member

Vikram Chugh, CFA®, CFP®

Chief Operating Officer, Principal

Mike Curley, CFA®

Chief Compliance Officer, Principal

Jim DiPisa, CFA®

Chief Business Development Officer, Principal

Stuart Katz

Chief Investment Officer, Principal

John Murray

Principal

David Westbrook

Chief Financial Officer, Principal

Moira Amado-McCoy

Managing Director, Principal

Daniel Arcos, CFA®

Senior Vice President

Mammad Aliyev

Analyst

Dylan Ballard

Vice President

John Bernabei, CFP®

Managing Director, Principal

Bryce Black

Vice President

Edward Blamo

Vice President

Erik R. Boe

Managing Director, Principal

Annelise Bovet, CFP®

Vice President

Louis Calabrese

Chief Marketing Officer

Diana Cason

Vice President

Yvette Clark

Vice President

Frank Corrado, CPA, CFP®, RLP

Managing Director, Principal

Frankie Corrado, CFP®, RLP

Managing Director, Principal

Alicia Denton, CFP®

Vice President

Avi Deutsch

Managing Director

David Ebbins

Associate

Theresa Everett

Vice President

Gary T. Fitzgerald

Senior Vice President

Mallon FitzPatrick, CFP®

Managing Director, Principal

Pam Friedman, CFP®, CDFA®

Managing Director, Principal

Brandon Frye, CFP®

Senior Vice President

Jeanette Garretty

Managing Director, Principal, Chief Economist

Henry Hagenbuch

Senior Vice President

Kerry Hamana

Managing Director

Patrick Hyde, CFA®

Senior Vice President

Jairo Jimenez

IT Manager

Victoria Jung, CFP®

Associate Financial Planner

Eric Kiel

Vice President

Christopher L. Knapp

Managing Director, Principal

Raymond Lang

Senior Vice President

Keith Larkin

Managing Director, Principal

John Lau, CPA, CFP®

Managing Director, Principal

Helen Lau

Senior Vice President

Matthew Lau, CFP®

Senior Vice President

Ron Lerner

Vice President

Carmen Liu

Analyst

Jialin Liu

Analyst

Matthew Lim

Associate

Ian Marshall

Analyst

David Matias, MS, CPA

Managing Director, Principal

Karen McClintock, CFA, CIC

Managing Director, Principal

Ash Midyett

Associate

Rohan Motwani, CFA®

Vice President

Janjer Patel

Analyst

Zack Perry, CFA®

Managing Director, Principal

Rick Polenske, CFP®, CTFA®

Managing Director, Principal

Brian W. Post, CFA®

Senior Vice President

Michael Ridgeway

Managing Director, Principal

Anne Robertson

Vice President

Danny Rozansky

Managing Director, Principal

Vimarsh Saxena

Vice President

Janet Shetty

Analyst

Lauren Sigman, CFP®

Managing Director, Principal

Jennifer Spence

Associate

Julie Steinman, CFP®

Senior Vice President

Michael Stephens

Vice President

Kevin Talty, CFP®, EA

Senior Vice President

Rick Tasker, GFS®, AIF®

Managing Director, Principal

Grace Tierney

Associate

J. Michael Tierney, Jr.

Managing Director, Principal

Mahir Vora

Managing Director

Patty Wanandi

Senior Vice President

Chuning Wang

Associate

Ashley Watson

Associate

Dinah Wellington

Vice President

Chanda Wilcox

Associate

Kelly Woodward

Vice President

Michael Zaninovich

Managing Director, Principal

Raj Bhattacharyya

Chief Executive Officer, Board Member

Vikram Chugh, CFA®, CFP®

Chief Operating Officer, Principal

Mike Curley, CFA®

Chief Compliance Officer, Principal

Jim DiPisa, CFA®

Chief Business Development Officer, Principal

Stuart Katz

Chief Investment Officer, Principal

John Murray

Principal

David Westbrook

Chief Financial Officer, Principal

Moira Amado-McCoy

Managing Director, Principal

Daniel Arcos, CFA®

Senior Vice President

Mammad Aliyev

Analyst

Dylan Ballard

Vice President

John Bernabei, CFP®

Managing Director, Principal

Bryce Black

Vice President

Edward Blamo

Vice President

Erik R. Boe

Managing Director, Principal

Annelise Bovet, CFP®

Vice President

Louis Calabrese

Chief Marketing Officer

Diana Cason

Vice President

Yvette Clark

Vice President

Frank Corrado, CPA, CFP®, RLP

Managing Director, Principal

Frankie Corrado, CFP®, RLP

Managing Director, Principal

Alicia Denton, CFP®

Vice President

Avi Deutsch

Managing Director

David Ebbins

Associate

Theresa Everett

Vice President

Gary T. Fitzgerald

Senior Vice President

Mallon FitzPatrick, CFP®

Managing Director, Principal

Pam Friedman, CFP®, CDFA®

Managing Director, Principal

Brandon Frye, CFP®

Senior Vice President

Jeanette Garretty

Managing Director, Principal, Chief Economist

Henry Hagenbuch

Senior Vice President

Kerry Hamana

Managing Director

Patrick Hyde, CFA®

Senior Vice President

Jairo Jimenez

IT Manager

Victoria Jung, CFP®

Associate Financial Planner

Eric Kiel

Vice President

Christopher L. Knapp

Managing Director, Principal

Raymond Lang

Senior Vice President

Keith Larkin

Managing Director, Principal

John Lau, CPA, CFP®

Managing Director, Principal

Helen Lau

Senior Vice President

Matthew Lau, CFP®

Senior Vice President

Ron Lerner

Vice President

Carmen Liu

Analyst

Jialin Liu

Analyst

Matthew Lim

Associate

Ian Marshall

Analyst

David Matias, MS, CPA

Managing Director, Principal

Karen McClintock, CFA, CIC

Managing Director, Principal

Ash Midyett

Associate

Rohan Motwani, CFA®

Vice President

Janjer Patel

Analyst

Zack Perry, CFA®

Managing Director, Principal

Rick Polenske, CFP®, CTFA®

Managing Director, Principal

Brian W. Post, CFA®

Senior Vice President

Michael Ridgeway

Managing Director, Principal

Anne Robertson

Vice President

Danny Rozansky

Managing Director, Principal

Vimarsh Saxena

Vice President

Janet Shetty

Analyst

Lauren Sigman, CFP®

Managing Director, Principal

Jennifer Spence

Associate

Julie Steinman, CFP®

Senior Vice President

Michael Stephens

Vice President

Kevin Talty, CFP®, EA

Senior Vice President

Rick Tasker, GFS®, AIF®

Managing Director, Principal

Grace Tierney

Associate

J. Michael Tierney, Jr.

Managing Director, Principal

Mahir Vora

Managing Director

Patty Wanandi

Senior Vice President

Chuning Wang

Associate

Ashley Watson

Associate

Dinah Wellington

Vice President

Chanda Wilcox

Associate

Kelly Woodward

Vice President

Michael Zaninovich

Managing Director, Principal

Meet the Board

We are a boutique firm that offers a comprehensive suite of wealth management solutions.

Talk To Us

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455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
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News Room
Join The Team
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Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio