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        • About Us

          We are a national wealth management firm servicing entrepreneurs, business owners, executives, family offices, and institutions.

        • Mission & History
        • Learn about the rich history of the firm and today’s mission for our clients.

        • Offices
        • View our national presence with our offices across the country.

        • Leadership
        • Meet our leadership team at the firm and learn how we support advisors.

  • Why Us
        • Resources

          Learn more about our insights in the Resources section! Find helpful articles and news from our leadership, including our Investment Office, Chief Economist and Wealth Planning Team.

        • Blog
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        • Press coverage and breaking news

  • Contact
Contact Info
Vikram Chugh, CFA®, CFP®
Chief Operating Officer, Principal

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, marketing and business strategy

Vikram has 20 years of leadership experience working at BlackRock, Merrill Lynch and Capital One. Most recently, Vikram led the business development effort for BlackRock’s Aladdin Wealth business in the Americas region. He was instrumental in the build out and launch of BlackRock’s Digital Wealth platform including the Aladdin Wealth capability, iRetire solution as well as the acquisition of FutureAdvisor. Prior to this role, he worked in BlackRock’s Corporate Strategy and Development team and previously worked as Head of Strategy for the US Wealth Advisory business.

Vikram earned a BTech degree from Indian Institute of Technology (I.I.T.), Delhi. He is a CFA® charterholder and member of the CFA Society New York. Vikram’s interests include FinTech, running and swimming. He enjoys spending time and traveling with his wife and their two boys.