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Robertson Stephens Profile and History
Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco, Pasadena, Marin County, Santa Rosa and Menlo Park(CA); New York (NY); Sun Valley & Boise (ID); Holmdel (NJ); Austin & Houston (TX); Seattle (WA); and Denver (CO) that provides wealth management solutions for high-net-worth individuals and family offices nationwide. In 2018, with sponsorship from private equity firm Long Arc Capital, Robertson Stephens commenced operations with a core philosophy to serve high net worth clients. Robertson Stephens is committed to transparent advice, strong investment outcomes, sophisticated digital solutions, and high-quality client services.
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Robertson Stephens
Robertson Stephens - Co
Robertson Stephens - Inc
robertson stephens Inc
Robertson Stephens LLC
Revenue
$7.8 M
Employees
35
Founded
1978
Primary Industries
Funding History
Robertson Stephens raised a total of $350 K in funding over 1 rounds.
Robertson Stephens Executive Team & Key Decision Makers
| Name & Title | Social | Contact Info | |
|---|---|---|---|
 Jeff Coddington Chief Financial Officer |
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 Louis Calabrese Chief Marketing Officer |  |
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David Westbrook Chief Financial Officer | |
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Vikram Chugh Chief Operating Officer | |
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Michael Curley Chief Compliance Officer |
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 Stuart Katz Chief Investment Officer | |
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Karen McClintock Managing Director and Principal | |
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John Bernabei Managing Director, Principal | |
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Patrick Hyde Vice President | |
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Daniel Arcos Vice President | |
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Frank Corrado Managing Director Principal | |
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Recently Updated Team Members
| Name & Title | Social | Contact Info | |
|---|---|---|---|
Stuart Katz Chief Investment Officer | |
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Jim DiPisa Chief Business Development Officer |  |
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Henry Hagenbuch Senior Vice President | |
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Rohan Motwani Investment Analyst | |
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Kerry Hamana Managing Director | |
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James Kozak Managing Director | |
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Ash Midyett Business Development Analyst | |
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Karen McClintock Managing Director and Principal | |
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Ash Midyett Analyst |
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Lauren Sigman Managing Director, Principal |
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Gary Fitzgerald Vice President | |
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Michael Tierney Managing Director, Principal | |
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Frank Corrado Managing Director Principal | |
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Top Robertson Stephens Integrations and Technologies
Here's a list of some of the top trending technologies and APIs used by Robertson Stephens.
Web Analytics
(3 Technologies)
Search Marketing
(2 Technologies)
Frameworks and Libraries
(2 Technologies)
Programming Languages
(2 Technologies)
Office Suites
(2 Technologies)
Robertson Stephens Email Formats
Robertson Stephens Top Competitors
| Company | Employees | Revenue | Top technologies |
|---|---|---|---|
 AGC Partners LLC | 95 | $21.2 M | |
 Volpe Brown Whelan & Co | 33 | $8 M | |
 MLV & Co LLC | 23 | $5.8 M | |
 Pagemill Partners LLC | 18 | $12.6 M | |
 Bank Street Group LLC | 18 | $5.7 M |
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