Robertson Stephens

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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

John Bernabei, CFP®

Managing Director, Principal

Edward Blamo

Associate

Erik R. Boe

Managing Director, Principal

Annelise Bovet, CFP®

Vice President

Danielle Bugni, CFA®

Associate

Louis Calabrese

Chief Marketing Officer

Bret Caling

Vice President

Yvette Clark

Vice President

Frank Corrado, CPA, CFP®, RLP

Managing Director, Principal

Frankie Corrado, CFP®, RLP

Managing Director, Principal

Alicia Denton, CFP®

Associate Financial Planner

David Ebbins

Associate

Theresa Everett

Vice President

Gary T. Fitzgerald

Vice President

Mallon FitzPatrick, CFP®

Managing Director, Principal

Pam Friedman, CFP®, CDFA®

Managing Director, Principal

Jeanette Garretty

Managing Director, Principal, Chief Economist

Henry Hagenbuch

Senior Vice President

Kerry Hamana

Managing Director

Patrick Hyde, CFA®

Vice President

Christopher L. Knapp

Managing Director, Principal

Raymond Lang

Vice President

Keith Larkin

Managing Director, Principal

Ron Lerner

Vice President

Matthew Lim

Associate

Mauricio Marron

Vice President

Ian Marshall

Analyst

Karen McClintock, CFA, CIC

Managing Director, Principal

Ash Midyett

Analyst

Rohan Motwani, CFA®

Associate

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

Danny Rozansky

Managing Director, Principal

Lauren Sigman, CFP®

Managing Director, Principal

Julie Steinman, CFP®

Senior Vice President

Anne Robertson

Vice President

Kevin Talty, CFP®, EA

Senior Vice President

Rick Tasker, GFS®, AIF®

Managing Director, Principal

Grace Tierney

Analyst

J. Michael Tierney, Jr.

Managing Director, Principal

Mahir Vora

Managing Director

Patty Wanandi

Senior Vice President

Ashley Watson

Associate

Dinah Wellington

Chanda Wilcox

Associate

Kelly Woodward

Associate

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

John Bernabei, CFP®

Managing Director, Principal

Edward Blamo

Associate

Erik R. Boe

Managing Director, Principal

Annelise Bovet, CFP®

Vice President

Danielle Bugni, CFA®

Associate

Louis Calabrese

Chief Marketing Officer

Bret Caling

Vice President

Yvette Clark

Vice President

Frank Corrado, CPA, CFP®, RLP

Managing Director, Principal

Frankie Corrado, CFP®, RLP

Managing Director, Principal

Alicia Denton, CFP®

Associate Financial Planner

David Ebbins

Associate

Theresa Everett

Vice President

Gary T. Fitzgerald

Vice President

Mallon FitzPatrick, CFP®

Managing Director, Principal

Pam Friedman, CFP®, CDFA®

Managing Director, Principal

Jeanette Garretty

Managing Director, Principal, Chief Economist

Henry Hagenbuch

Senior Vice President

Kerry Hamana

Managing Director

Patrick Hyde, CFA®

Vice President

Christopher L. Knapp

Managing Director, Principal

Raymond Lang

Vice President

Keith Larkin

Managing Director, Principal

Ron Lerner

Vice President

Matthew Lim

Associate

Mauricio Marron

Vice President

Ian Marshall

Analyst

Karen McClintock, CFA, CIC

Managing Director, Principal

Ash Midyett

Analyst

Rohan Motwani, CFA®

Associate

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

Danny Rozansky

Managing Director, Principal

Lauren Sigman, CFP®

Managing Director, Principal

Julie Steinman, CFP®

Senior Vice President

Anne Robertson

Vice President

Kevin Talty, CFP®, EA

Senior Vice President

Rick Tasker, GFS®, AIF®

Managing Director, Principal

Grace Tierney

Analyst

J. Michael Tierney, Jr.

Managing Director, Principal

Mahir Vora

Managing Director

Patty Wanandi

Senior Vice President

Ashley Watson

Associate

Dinah Wellington

Chanda Wilcox

Associate

Kelly Woodward

Associate

Michael Zaninovich

Managing Director, Principal

Meet the Board

We are industry veterans who are experienced at building holistic financial plans for families and their wealth.

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