About Us

We’re entrepreneurs, too

Developed as a partnership between our wealth managers, senior leadership and a group of accomplished investors, Robertson Stephens is redefining the wealth management paradigm for high net worth individuals and family offices.

Meet the Team

Stuart Katz

Chief Executive Officer and Chief Investment Officer

John Murray

Principal

Vikram Chugh, CFA®

Chief Operating Officer, Principal

David Westbrook

Chief Financial Officer, Principal

Mike Curley, CFA®

Chief Compliance Officer, Principal

Daniel Arcos, CFA®

Vice President

Erik R. Boe

Managing Director, Principal

Emily Clemens

Associate

Fabian Contreras

Associate

Frank Corrado, CPA, CFP®, RLP

Managing Director, Principal

Frankie Corrado, CFP®, RLP

Managing Director, Principal

Paul Dallman, CFA®

Vice President

Jim DiPisa, CFA®

Managing Director

Jeanette Garretty

Managing Director, Principal

Kerry Hamana

Managing Director

Libby Herring

Associate

Raymond Lang

Vice President

Brian W. Post, CFA®

Vice President

Danny Rozansky

Managing Director, Principal

Tom Schumacher

Analyst

Peyton Stein

Analyst

Julie Steinman, CFP®

Vice President

Kevin Talty, CFP®, EA

Vice President

J. Michael Tierney, Jr.

Managing Director, Principal

Patty Wanandi

Vice President

Michael Zaninovich

Managing Director, Principal