Robertson Stephens opens 1st office in Oregon, hits $6 billion in client assets
Rain Capital joins Robertson Stephens, opens new office in Portland, OR SAN FRANCISCO, July 9, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has strategically expanded its presence in the Pacific
Robertson Stephens strengthens presence in Colorado
Three Points Financial joins Robertson Stephens, opens new office in Colorado Springs SAN FRANCISCO, May 16, 2024—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) has further strengthened its presence in Colorado Robertson Stephens named among USA today’s best financial advisory firms in 2024
San Francisco, April 30, 2024 /PRNewswire/ — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), a national boutique wealth management firm that manages more than $5.4 billion in client assets, is
Raj Bhattacharyya on NASDAQ TradeTalks
CEO Raj Bhattacharyya appeared on Nasdaq TradeTalks with host Jill Malandrino to discuss “Why M&A Will Play a Pivotal Role in the Wealth Management Industry” – a panel focused on the impact that M&A continues to
Building an integrated stack one piece at a time
March 22, 2024 – COO/CTO Vikram Chugh was featured in the Wealthmanagement series “What’s In My Wealthstack?” discussing the architecture of Robertson Stephens’ technology systems. “We’ve built an end-to-end technology stack from scratch, one
Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms
March 13, 2024 – Chief Investment Officer Stuart Katz was featured in Barron’s ‘Advisors Name the New Technology That’s Having the Biggest Impact on Their Firms.’ “The investment process can be very time consuming Robertson Stephens Hits $5 billion AUM, Deepens Presence in the Northeast
The firm welcomes wealth managers, William Thrush and Meghan Rump, in new CT office, 5th office in the Northeast SAN FRANCISCO, March 1, 2024 — Robertson Stephens Wealth Management, LLC (“Robertson