Mallon FitzPatrick was featured in Financial Planning discussing “How financial advisors can help clients with retirement by planning early.” Read the full piece here: https://bit.ly/3FDmyQJ
News
D. Ellen Shuman Joins Robertson Stephens Board of Directors
Wealth Manager Taps Shuman’s Institutional Investment, Endowment and Strategic Growth Expertise to Expand Board New York, NY—May 10, 2022 – Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has expanded its parent company board with
Karen McClintock on Smart Money Circle Podcast
May 5 - 2022 Karen McClintock, appeared on Smart Money Circle podcast to discuss “The Power of Compounding.” “The bottom line is that the plan is predicated on some investment returns, and that investment return built into the plan is your
Stuart Katz featured in Citywire
May 4, 2022 - Our Chief Investment Officer, Stuart Katz, was featured in Citywire's Due Diligence Report discussing "Investors Edge East for Opportunity." Stuart commented: “While the near-term issues are clear, we believe China’s ties to Russia have
Jeanette Garretty on TD Ameritrade Network
April 29, 2022 - Jeanette Garretty was featured live on the TD Ameritrade Network discussing “Federal Reserve Faces Mounting Fears for Economy.” Watch Jeanette’s full interview here:
Inflation & The Federal Reserve: Four Experts Weigh-In
April 18, 2022 - As Federal Reserve attempts to tame inflation, investors face a complex macro setup with unprecedented policy risks that may impact all asset classes. Gravity Exists spoke with four investment experts about these and other
What to Do About Today’s “Wall of Worry”
March 31, 2022 - Stuart Katz was interviewed by Think Advisor, discussing portfolio construction for the long-term, what advisors are most worried about, digital assets and alternative investment options, the recent growth at Robertson Stephens, and
Robertson Stephens Opens 13th Office in Menlo Park
The firm continues to expand its services nationally with AUM growth to $3.9billion San Francisco, Calif.—March 28, 2022 – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) a national wealth management firm headquartered in San
Biden’s Digital Asset Order Could Bring Clarity on Crypto for Advisors
March 14, 2022 - Stuart Katz was featured in Barron’s Advisor News piece about Biden’s Executive Order on digital assets saying, “All of this is an encouraging step forward for the consideration of digital currencies as a protentional asset class in
Jeanette Garretty on Bloomberg TV
March 10, 2022 - Jeanette Garretty was featured live on Bloomberg TV Daybreak Australia discussing the current economic climate, the actions this week of the European Central Bank and breaking down the inflation surge for viewers. Watch see
