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Robertson Stephens

Company Name

Robertson Stephens

Main Industry

Finance

Website

www.rscapital.com

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 & TitleContact Info
Jeff Coddington
Jeff Coddington

Chief Financial Officer

(415) ❅❅❅-❅❅❅❅

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Louis Calabrese
Louis Calabrese

Chief Marketing Officer

❅❅❅❅@rscapital.com

(704) ❅❅❅-❅❅❅❅

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David Westbrook
David Westbrook

Chief Financial Officer

❅❅❅❅@rscapital.com

(609) ❅❅❅-❅❅❅❅

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Vikram Chugh
Vikram Chugh

Chief Operating Officer

❅❅❅❅@rscapital.com

(609) ❅❅❅-❅❅❅❅

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Michael Curley
Michael Curley

Chief Compliance Officer

❅❅❅❅@rscapital.com

(415) ❅❅❅-❅❅❅❅

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Stuart Katz
Stuart Katz

Chief Investment Officer

❅❅❅❅@rscapital.com

(917) ❅❅❅-❅❅❅❅

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Karen McClintock
Karen McClintock

Managing Director and Principal

❅❅❅❅@rscapital.com

(626) ❅❅❅-❅❅❅❅

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John Bernabei
John Bernabei

Managing Director, Principal

❅❅❅❅@rscapital.com

(415) ❅❅❅-❅❅❅❅

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Patrick Hyde
Patrick Hyde

Vice President

❅❅❅❅@rscapital.com

(360) ❅❅❅-❅❅❅❅

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Daniel Arcos
Daniel Arcos

Vice President

❅❅❅❅@rscapital.com

(917) ❅❅❅-❅❅❅❅

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Frank Corrado
Frank Corrado

Managing Director Principal

❅❅❅❅@lpl.com

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Recently Updated Team Members

Name & TitleContact Info
Stuart Katz
Stuart Katz

Chief Investment Officer

❅❅❅❅@rscapital.com

(917) ❅❅❅-❅❅❅❅

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Jim DiPisa
Jim DiPisa

Chief Business Development Officer

❅❅❅❅@rscapital.com

(551) ❅❅❅-❅❅❅❅

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Henry Hagenbuch
Henry Hagenbuch

Senior Vice President

❅❅❅❅@rscapital.com

(415) ❅❅❅-❅❅❅❅

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Rohan Motwani
Rohan Motwani

Investment Analyst

❅❅❅❅@rscapital.com

(516) ❅❅❅-❅❅❅❅

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Kerry Hamana
Kerry Hamana

Managing Director

❅❅❅❅@rscapital.com

(415) ❅❅❅-❅❅❅❅

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James Kozak
James Kozak

Managing Director

(312) ❅❅❅-❅❅❅❅

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Ash Midyett
Ash Midyett

Business Development Analyst

❅❅❅❅@rscapital.com

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Karen McClintock
Karen McClintock

Managing Director and Principal

❅❅❅❅@rscapital.com

(626) ❅❅❅-❅❅❅❅

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Ash Midyett

❅❅❅❅@rscapital.com

(251) ❅❅❅-❅❅❅❅

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Lauren Sigman
Lauren Sigman

Managing Director, Principal

❅❅❅❅@rscapital.com

(303) ❅❅❅-❅❅❅❅

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Gary Fitzgerald
Gary Fitzgerald

Vice President

❅❅❅❅@rscapital.com

(917) ❅❅❅-❅❅❅❅

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Michael Tierney
Michael Tierney

Managing Director, Principal

❅❅❅❅@rscapital.com

(415) ❅❅❅-❅❅❅❅

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Frank Corrado
Frank Corrado

Managing Director Principal

❅❅❅❅@lpl.com

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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

ParameterSample EmailPercentage

Robertson Stephens Top Competitors

CompanyEmployeesRevenueTop technologies
AGC Partners LLC

AGC Partners LLC

95$21.2 M
Volpe Brown Whelan & Co

Volpe Brown Whelan & Co

33$8 M
MLV & Co LLC

MLV & Co LLC

23$5.8 M
Pagemill Partners LLC

Pagemill Partners LLC

18$12.6 M
Bank Street Group LLC

Bank Street Group LLC

18$5.7 M

What is Robertson Stephens revenue?

Robertson Stephens revenue is $7.8 M

How many employees does Robertson Stephens have?

Robertson Stephens has 35 employees

What are Robertson Stephens’s primary industries?

Robertson Stephens’s main industries are: Finance, Investment Banking

Who is Robertson Stephens’s CEO?

Robertson Stephens’s CEO is Raj Bhattacharyya

What are some additional names or alternative spellings that users use while searching for Robertson Stephens?

Robertson Stephens appears in search results as Robertson Stephens, Robertson Stephens - Co, Robertson Stephens - Incrobertson stephens Inc, Robertson Stephens LLC...See More