July 25, 2023 - Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick, to discuss the 1st half of 2023 and their expectations for the remainder of the
Office Burlingame, CA
How a Dot-Com-Era Investment Bank Was Reborn as a Wealth Manager
July 21, 2023 - Chief Executive Officer, Raj Bhattacharyya was profiled in a Q&A with Barron’s to discuss ‘How a Dot-Com-Era Investment Bank Was Reborn as a Wealth Manager.’ “We will continue to grow, but we don’t believe in growth for growth’s
My sustainable mindset
July 13, 2023 - Principal and Managing Director, Christopher Knapp was featured in Citywire Due Diligence Report for June 2023 discussing ‘My sustainable mindset.’ “The semantics surrounding sustainable or ESG investing are confusing and must
Jeanette Garretty on Bloomberg Daybreak: Australia
July 12, 2023 - Chief Economist and Managing Director, Jeanette Garretty appeared on Bloomberg Daybreak: Australia discussing the outlook for the US economy as the inflation rate slid to a more than two-year low. “I think most of those trends, one of
Stuart Katz on CNBC Street Signs Asia
July 12, 2023 - Chief Investment Officer, Stuart Katz appeared on Will Koulouris CNBC Street Signs Asia to discuss volatility in domestic markets and what opportunities the emerging markets hold. “I think the reality is that you have a resilient U.S.
Declining Inflation and Resilient Growth Push Stocks Higher in Q2
By John Lau July 5, 2023 - The second quarter of 2023 saw an acceleration of the tech sector outperformance witnessed in the first quarter, as “AI” enthusiasm drove several mega-cap tech stocks sharply higher. Those strong gains resulted in large
Why wealth managers should celebrate stalemates in the never-ending cybersecurity battle
July 5, 2023 - Chief Operating Officer and Principal, Vikram Chugh was featured in Financial Planning to discuss ‘Why wealth managers should celebrate stalemates in the never-ending cybersecurity battle.’ “When we are onboarding a vendor, we want to
Robertson Stephens Continues Its Northeastern Expansion
Wealth manager Tom Hagerstrom leads Robertson Stephens 4th Northeast office in Madison, NJ SAN FRANCISCO, July 5, 2023 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has further expanded its presence in
Preparing Grads For A Future In Investing
By Karen McClintock, CFA June 30, 2023 - About four million people will graduate from college this year* and begin establishing careers. For graduates, their relationship with money can change significantly once they have a job and pay their own
For Trend-Setting Family Offices – and Those Following Their Lead – Timing Is Key
June 27, 2023 - Chief Investment Officer, Stuart Katz was featured in Chief Investment Officer Magazine to discuss ‘For Trend-Setting Family Offices - and Those Following Their Lead - Timing Is Key.’ “There are diverse
