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

David Westbrook

Chief Financial Officer, Principal

Moira Amado-McCoy

Managing Director, Principal

Daniel Arcos, CFA®

Senior Vice President

Mammad Aliyev

Dylan Ballard

John Bernabei, CFP®

Managing Director, Principal

Bryce Black

Edward Blamo

Erik R. Boe

Managing Director, Principal

Annelise Bovet, CFP®

Louis Calabrese

Chief Marketing Officer

Diana Cason

Yvette Clark

Frank Corrado, CPA, CFP®, RLP

Managing Director, Principal

Frankie Corrado, CFP®, RLP

Managing Director, Principal

Alicia Denton, CFP®

Avi Deutsch

Managing Director

David Ebbins

Theresa Everett

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

Victoria Jung, CFP®

Associate Financial Planner

Eric Kiel

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

Carmen Liu

Jialin Liu

Matthew Lim

Ian Marshall

David Matias, MS, CPA

Managing Director, Principal

Karen McClintock, CFA, CIC

Managing Director, Principal

Ash Midyett

Rohan Motwani, CFA®

Janjer Patel

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

Danny Rozansky

Managing Director, Principal

Vimarsh Saxena

Janet Shetty

Lauren Sigman, CFP®

Managing Director, Principal

Jennifer Spence

Julie Steinman, CFP®

Senior Vice President

Michael Stephens

Kevin Talty, CFP®, EA

Senior Vice President

Rick Tasker, GFS®, AIF®

Managing Director, Principal

Grace Tierney

J. Michael Tierney, Jr.

Managing Director, Principal

Mahir Vora

Managing Director

Patty Wanandi

Senior Vice President

Chuning Wang

Ashley Watson

Dinah Wellington

Chanda Wilcox

Kelly Woodward

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

David Westbrook

Chief Financial Officer, Principal

Moira Amado-McCoy

Managing Director, Principal

Daniel Arcos, CFA®

Senior Vice President

Mammad Aliyev

Dylan Ballard

John Bernabei, CFP®

Managing Director, Principal

Bryce Black

Edward Blamo

Erik R. Boe

Managing Director, Principal

Annelise Bovet, CFP®

Louis Calabrese

Chief Marketing Officer

Diana Cason

Yvette Clark

Frank Corrado, CPA, CFP®, RLP

Managing Director, Principal

Frankie Corrado, CFP®, RLP

Managing Director, Principal

Alicia Denton, CFP®

Avi Deutsch

Managing Director

David Ebbins

Theresa Everett

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

Victoria Jung, CFP®

Associate Financial Planner

Eric Kiel

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

Carmen Liu

Jialin Liu

Matthew Lim

Ian Marshall

David Matias, MS, CPA

Managing Director, Principal

Karen McClintock, CFA, CIC

Managing Director, Principal

Ash Midyett

Rohan Motwani, CFA®

Janjer Patel

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

Danny Rozansky

Managing Director, Principal

Vimarsh Saxena

Janet Shetty

Lauren Sigman, CFP®

Managing Director, Principal

Jennifer Spence

Julie Steinman, CFP®

Senior Vice President

Michael Stephens

Kevin Talty, CFP®, EA

Senior Vice President

Rick Tasker, GFS®, AIF®

Managing Director, Principal

Grace Tierney

J. Michael Tierney, Jr.

Managing Director, Principal

Mahir Vora

Managing Director

Patty Wanandi

Senior Vice President

Chuning Wang

Ashley Watson

Dinah Wellington

Chanda Wilcox

Kelly Woodward

Michael Zaninovich

Managing Director, Principal