Mike Barnes
Mike is a Managing Director and Head of Operations at Robertson Stephens. He is responsible for overseeing all operational aspects of the firm, including client onboarding, account management, and transaction processing. Mike
Raj Bhattacharyya
Raj has over 30 years of experience in the financial services industry, leading large franchises across trading, capital markets and wealth management. Raj joined Robertson Stephens in 2019 initially as
Louis Calabrese
Lou is the Chief Marketing Officer for Robertson Stephens. He is responsible for leading Robertson Stephens’s efforts to market its wealth management services to an ever-growing group of clients and
Vikram Chugh, CFA®, CFP®
Vikram Chugh is the Chief Operating Officer for Robertson Stephens. He oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology,
Michael J. Curley, CFA®
Mike is the Chief Compliance Officer for Robertson Stephens, overseeing all matters relating to reputation and compliance management. Mike has over 25 years of investment advisor and broker-dealer experience with
Mallon Fitzpatrick
Mallon FitzPatrick leads Robertson Stephens’ Wealth Planning Team and is instrumental in scaling and delivering comprehensive wealth planning solutions for high and ultra-high net worth clients. He works closely with
Jeanette Garretty
Jeanette is a Principal and Managing Director at Robertson Stephens. For more than three decades, Jeanette has advised business leaders, entrepreneurs and wealthy families in the management of their personal
Stuart Katz
Stuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio analytics, risk management, manager selection and overall long-term strategic portfolio and near-term tactical asset allocation investment process.
John Murray
John Murray is a Principal at Robertson Stephens. He is involved with the strategic direction of the firm and responsible for partnering with advisors wanting to improve their client service