Robertson Stephens in Three Words – Part Two
Watch part two of our series: Robertson Stephens in Three Words, where our wealth managers describe Robertson Stephens in three words.
Cultivating a Passion for Art: A Conversation with Leah Hokenson
When Leah Hokenson, J.D., Managing Director, Principal, joined Robertson Stephens in July of 2025, she brought with her more than a decade of experience working with artists, collectors and art-oriented foundations to develop comprehensive financial plans. Leah has an
Two Generations, One Vision: A Family’s Approach to Wealth Management
Read about Carol Nulman and her son Richard Lewis, and their approach to wealth management.
C-Suite Confidential – Wealth Management Sector Insights
How Leading Registered Investment Advisors Balance Organic and Inorganic Growth Houlihan Lokey recently interviewed our CEO, Raj Bhattacharyya, regarding growth in wealth management. Growth in wealth management has always been
Life at Robertson Stephens
An Advisor’s Perspective on Culture
A Case Study on Our Firm Culture
Read about Michael Ridgeway and the Robertson Stephens firm culture.
Four Things Advisors Looking to Switch Firms Should Look for in the Onboarding Process
With more and more advisors joining independent RIAs (the four major wirehouses experienced a 10% decrease in financial advisor count between 2012-2022, while the the RIA sector saw a 66%
Joining Robertson Stephens: From First Impressions to Full Integration
Hear directly from our wealth advisors on their onboarding experience.
A Case Study on the Onboarding Experience
Read about how Tom Chernesky, CFP®, onboarded his practice when he joined Robertson Stephens.