Who We Are
The Robertson Stephens Boston, MA and New York, NY offices bring together diverse experiences and backgrounds. Hailing from Israel to China, and with work experiences ranging from the U.S. Marine Corps to construction, we seek to overcome the traditional barriers surrounding the finance industry. Our team is committed to outstanding customer service, financial rigor, long-term value creation, and having fun.
Who are Our Clients
We work with a range of individuals and families to develop and implement investment strategies that achieve their financial and social impact goals. Our clients include:
- Multi-generational families seeking wealth preservation and legacy creation
- Business owners and entrepreneurs before and after liquidity events
- Individuals ranging from young executives to retired professionals committed to securing their financial future
Areas of Expertise / What We Offer
1. Portfolio Design and Investment Management
Our portfolio construction is grounded in theories of financial risk by Nobel-prize winning economists, as well as empirical models of human behavior, and are employed using in-house investment strategies and external fund managers.
2. Financial, Tax, and Estate Planning
We develop comprehensive wealth plans to meet our client’s needs and goals, executing them with the help of third parties. We specialize in wealth transfer, exit planning and the liquidation of stock options and crypto assets.
3. Thematic Impact Investing and Philanthropic Services
We work with clients to pursue social impact goals using a broad set of tools including negative screens, environmental, social, and governance (ESG) integration, thematic impact investing, and philanthropic vehicles.
