Wealth manager Tom Bruno joins to establish Jackson, WY office San Francisco, Calif.— November 6, 2023—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) opens a new office in Jackson, Wyoming, further growing its national presence
Raj Bhattacharyya
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
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
RIAs Must Achieve Organic Growth Before M&A Deals
June 22, 2023 - Chief Executive Officer, Raj Bhattacharyya was featured in Financial Advisor Magazine to discuss ‘RIAs Must Achieve Organic Growth Before M&A Deals.’ “If you can nail down exactly why you’re doing a deal and where you want to take
Raj Bhattacharyya talks to Financial Planning about M&A
May 8, 2023 - Chief Executive Officer, Raj Bhattacharyya was featured in Financial Planning offering thoughts on the M&A landscape at a recent roundtable. “There's a tremendous benefit to clients of getting more resources. There's a tremendous
Wealth Business Buyers Becoming More Selective – Robertson Stephens CEO
As published in Family Wealth Report January 2, 2023 How important are M&A deals as part of Robertson Stephens' overall growth strategy? M&A plays an important role in our overall growth strategy as does organic growth; however,
Robertson Stephens Hits $4bn AUM as It Continues to Expand in the Bay Area
LFS Wealth Advisors joins; Robertson Stephens opens its fifth and sixth Bay Area offices San Francisco, Calif.—December 15, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) welcomes LFS Wealth Advisors (“LFS”), a San Ramon, CA
Robertson Stephens Strengthens Northeast Presence
Vodia Capital joins Robertson Stephens, opens new Boston office San Francisco, Calif.—December 13, 2022—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) adds Vodia Capital, LLC (“Vodia”), a Boston-based registered investment
Evaluating Your Next Move
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and discusses what advisors should look for when evaluating their next step. To listen to the full podcast, click here
Bringing on New Advisor Teams
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and discusses what criteria is important when it comes to bringing on new advisor teams. To listen to the full podcast, click here
