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

Michael J. Curley, CFA®

Chief Compliance Officer, Principal

Stuart Katz

Chief Investment Officer, Principal

John Murray

David Westbrook

Chief Financial Officer, Principal

Chris Abbruzzese

Senior Vice President

Mary Alpers, CFP®, EA, MBA

Managing Director, Principal

Daniel Arcos, CFA®, CFP®

Managing Director

Mammad Aliyev

Dylan Ballard

Mike Barnes

Managing Director, Head of Operations

John Bernabei, CFP®

Managing Director, Principal

Bryce Black

Senior Vice President

Edward Blamo

Erik R. Boe

Managing Director, Principal

Annelise Bovet, CFP®

Tom Bruno

Managing Director, Principal

Louis Calabrese

Chief Marketing Officer

Diana Cason

Tom Chernesky, CFP®

Managing Director, Principal

Yvette Clark

Dane Colin

Frank Corrado, CPA, CFP®, RLP®

Managing Director, Principal

Frankie Corrado, CFP®, RLP®

Managing Director, Principal

Joe Delaney

Managing Director, Principal

Alicia Denton, CFP®

Senior Vice President

John Dorn, CFP®, CPA

Senior Vice President

Avi Deutsch

Managing Director, Principal

David Ebbins

Abril Espinoza, ChFC®, CDS®

Theresa Everett

Josh Freedman, CFA

Managing Director

Mallon FitzPatrick, CFP®, AEP®, CLU®

Managing Director, Principal, Head of Wealth Planning

Gary T. Fitzgerald

Senior Vice President

Pam Friedman, CFP®, CDFA®

Managing Director, Principal

Brandon Frye, CFP®

Senior Vice President

Luz Garcia

Jeanette Garretty

Chief Economist & Head of Advisor Experience

Jack Gilligan, CFA

Senior Vice President

Jack Gorman

Thomas Hagerstrom

Managing Director, Principal

Patrick Hyde, CFA®

Senior Vice President

Jamie Iversen

Nancy Kimball

Jairo Jimenez

Victoria Jung, CFP®

Eric Kiel

Ellen Kim

Managing Director, Principal

Christopher L. Knapp

Managing Director, Principal

Raymond Lang, CFA

Senior Vice President

Keith Larkin

Managing Director, Principal

John Lau, CPA, CFP®

Managing Director, Principal

Helen Lau

Senior Vice President

Matthew Lau, CFP®, EA

Senior Vice President

Mark Ledbetter

Ron Lerner

Carmen Liu

Matthew Lim

Ian Marshall

David Matias, MS, CPA

Managing Director, Principal

Wendy Maroun

Karen McClintock, CFA, CIC

Managing Director, Principal

Megan Mikusa

Rohan Motwani, CFA®

Becky Neils, CFP®

Charlie O’Brien

Jen Padgett

Kartikay Pathak

Zack Perry, CFA®

Managing Director, Principal

Rick Polenske, CFP®, CTFA®

Managing Director, Principal

Brian W. Post, CFA®

Managing Director

David Reichle

Managing Director, Principal

Michael Ridgeway

Managing Director, Principal

Anne Robertson

Danny Rozansky

Managing Director, Principal

Meghan Rump, CFP®, CRPC®

Managing Director, Principal

Vimarsh Saxena

Derek J. Scarth

Managing Director, Principal

Jack Seavall

Janet Shetty

Lauren Sigman, CFP®

Managing Director, Principal

Jennifer Spence

Julie Steinman, CFP®

Managing Director

Michael Stephens

Kevin Talty, CFP®, EA

Senior Vice President

Rick Tasker, GFS®, AIF®

Managing Director, Principal

William Thrush

Managing Director, Principal

Grace Tierney

J. Michael Tierney, Jr.

Managing Director, Principal

Michael Tong

Mahir Vora

Managing Director, Principal

Shawn Wallace, CLTC

Managing Director

Patty Wanandi

Senior Vice President

Ashley Watson

Ben Weisel

Dinah Wellington

Chanda Wilcox

Michelle Williamson

Vice President, Office Manager

Zach Wineburg

Kelly Woodward

Kapril Wooley

Michael Zaninovich

Managing Director, Principal

Dan Zarzynski

Raj Bhattacharyya

Chief Executive Officer, Board Member

Vikram Chugh, CFA®, CFP®

Chief Operating Officer, Principal

Michael J. Curley, CFA®

Chief Compliance Officer, Principal

Stuart Katz

Chief Investment Officer, Principal

John Murray

David Westbrook

Chief Financial Officer, Principal

Chris Abbruzzese

Senior Vice President

Mary Alpers, CFP®, EA, MBA

Managing Director, Principal

Daniel Arcos, CFA®, CFP®

Managing Director

Mammad Aliyev

Dylan Ballard

Mike Barnes

Managing Director, Head of Operations

John Bernabei, CFP®

Managing Director, Principal

Bryce Black

Senior Vice President

Edward Blamo

Erik R. Boe

Managing Director, Principal

Annelise Bovet, CFP®

Tom Bruno

Managing Director, Principal

Louis Calabrese

Chief Marketing Officer

Diana Cason

Tom Chernesky, CFP®

Managing Director, Principal

Yvette Clark

Dane Colin

Frank Corrado, CPA, CFP®, RLP®

Managing Director, Principal

Frankie Corrado, CFP®, RLP®

Managing Director, Principal

Joe Delaney

Managing Director, Principal

Alicia Denton, CFP®

Senior Vice President

John Dorn, CFP®, CPA

Senior Vice President

Avi Deutsch

Managing Director, Principal

David Ebbins

Abril Espinoza, ChFC®, CDS®

Theresa Everett

Josh Freedman, CFA

Managing Director

Mallon FitzPatrick, CFP®, AEP®, CLU®

Managing Director, Principal, Head of Wealth Planning

Gary T. Fitzgerald

Senior Vice President

Pam Friedman, CFP®, CDFA®

Managing Director, Principal

Brandon Frye, CFP®

Senior Vice President

Luz Garcia

Jeanette Garretty

Chief Economist & Head of Advisor Experience

Jack Gilligan, CFA

Senior Vice President

Jack Gorman

Thomas Hagerstrom

Managing Director, Principal

Patrick Hyde, CFA®

Senior Vice President

Jamie Iversen

Nancy Kimball

Jairo Jimenez

Victoria Jung, CFP®

Eric Kiel

Ellen Kim

Managing Director, Principal

Christopher L. Knapp

Managing Director, Principal

Raymond Lang, CFA

Senior Vice President

Keith Larkin

Managing Director, Principal

John Lau, CPA, CFP®

Managing Director, Principal

Helen Lau

Senior Vice President

Matthew Lau, CFP®, EA

Senior Vice President

Mark Ledbetter

Ron Lerner

Carmen Liu

Matthew Lim

Ian Marshall

David Matias, MS, CPA

Managing Director, Principal

Wendy Maroun

Karen McClintock, CFA, CIC

Managing Director, Principal

Megan Mikusa

Rohan Motwani, CFA®

Becky Neils, CFP®

Charlie O’Brien

Jen Padgett

Kartikay Pathak

Zack Perry, CFA®

Managing Director, Principal

Rick Polenske, CFP®, CTFA®

Managing Director, Principal

Brian W. Post, CFA®

Managing Director

David Reichle

Managing Director, Principal

Michael Ridgeway

Managing Director, Principal

Anne Robertson

Danny Rozansky

Managing Director, Principal

Meghan Rump, CFP®, CRPC®

Managing Director, Principal

Vimarsh Saxena

Derek J. Scarth

Managing Director, Principal

Jack Seavall

Janet Shetty

Lauren Sigman, CFP®

Managing Director, Principal

Jennifer Spence

Julie Steinman, CFP®

Managing Director

Michael Stephens

Kevin Talty, CFP®, EA

Senior Vice President

Rick Tasker, GFS®, AIF®

Managing Director, Principal

William Thrush

Managing Director, Principal

Grace Tierney

J. Michael Tierney, Jr.

Managing Director, Principal

Michael Tong

Mahir Vora

Managing Director, Principal

Shawn Wallace, CLTC

Managing Director

Patty Wanandi

Senior Vice President

Ashley Watson

Ben Weisel

Dinah Wellington

Chanda Wilcox

Michelle Williamson

Vice President, Office Manager

Zach Wineburg

Kelly Woodward

Kapril Wooley

Michael Zaninovich

Managing Director, Principal

Dan Zarzynski