Stuart Katz, Chief Investment Officer, December 29, 2020 As published on wealthmanagement.com The pandemic this year has forced us as wealth managers to abruptly adopt new technology, rebuild workplace culture, and dramatically rethink how we
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Dow futures slump as election results tighten
MarketWatch by Joy Wiltermuth on November 4, 2020 Jeanette Garretty discusses the economic outlook in the midst of election returns. Garretty believes there is still uncertainty of the outcome, and investor focus will go back to the economy and
Promise of Private Debt Burns Bright—With a Big If
CIO Magazine By Larry Light, October 27, 2020 Chief Investment Officer, Stuart Katz, discusses how he believes private debt can navigate volatility and what potential challenges may lie ahead for the asset class. "What’s more, said Stuart
CIO Stuart Katz on Nasdaq Tradetalks
NASDAQ Trade Talks Jill Malandrino, Interview, October 23, 2020 Stuart Katz, Chief Investment Officer, talks about the upcoming 2020 election and its impact on investment portfolios, key policy priorities and investment themes. Watch the video
Pam Friedman Joins Association of Divorce Financial Planners (ADFP) Board of Directors
Robertson Stephens’ Pam Friedman brings leadership, commitment and experience to the divorce financial planning community San Francisco, Calif.— October 13, 2020 – Association of Divorce Financial Planners, or ADFP, has announced that Pam
Dow logs over 500-point gain as investors eye fiscal stimulus prospects
MarketWatch By Joy Wiltermuth and Sunny Oh, October 7, 2020 Our Chief Economist, Jeanette Garretty, shares her insights on the economic future and the possibility of a COVID-19 vaccine. “We’ve spent so many months thinking, will we survive
Jeanette Garretty on NASDAQ Trade Talks
NASDAQ Trade Talks Jill Malandrino, Interview, October 2, 2020 Jeanette Garretty, Chief Economist of Robertson Stephens, discusses business planning for 2021 and economic outlook surrounding the U.S. labor force. Watch the interview here.
Robertson Stephens Expands into the Pacific Northwest
Firm establishes a presence in Seattle with the addition of wealth manager Michael Ridgeway San Francisco, Calif.— October 1, 2020 - Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues its national growth with the addition
Robertson Stephens Appoints Raj Bhattacharyya as Chief Executive Officer
Company further accelerates growth in wealth management space San Francisco, Calif.— September 17, 2020 - Robertson Stephens Wealth Management has appointed Raj Bhattacharyya as Chief Executive Officer, succeeding Stuart Katz, who will continue as
Economic Outlook at Midyear
As seen in the WealthManagement 2020 MidYear Outlook Jeanette Garretty, Chief Economist, August 2020 Three enormously expensive and challenging projects confront the United States and the major developed economies in the next 18 months: 1) the
