September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia and shares his insights on if the industry is doing enough to benefit the end investor or has it been about profits and multiples. Tune into his insights. To listen
Raj Bhattacharyya
The Future of Wealth Management
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia to discuss the future of wealth management. Tune into his insights and how at the end of the day the trend of providing higher levels of service will ultimately benefit
Changes and Evolutions in the Industry
September 2022 - CEO, Raj Bhattacharyya, joins Doug Heikkenen from Advisorpedia to discuss the changes and evolutions of the wealth management industry. Listen to what Raj has to say regarding the complexity of addressing client needs through these
2022 Mid Year Outlook Webinar
July 21, 2022 - With the 1st half of 2022 behind us, our Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz discuss their economic and market outlooks for the 2nd half of the year. Head of Wealth Planning Mallon FitzPatrick
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
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
M&A in the Wealth Management Industry
CEO Raj Bhattacharyya joined a panel for CFA Society New York on M&A in the Wealth Management Industry. About Robertson Stephens’ philosophy, Raj said: “We happen to be growing quite fast, but we’re not growing for growth’s sake. We cover our
2022 Economic and Investment Outlook Webinar
January 20, 2022 - The beginning of 2022 conjures memories of Yogi Berra's quote "It's déjà vu all over again" in several respects, such as rising Covid counts, rising interest rate expectations, and persistent dysfunction in Washington D.C. Our
Robertson Stephens Doubles Assets, Continues National Expansion
The firm’s expansion in areas of expertise and regions shows the value of a client-first mindset, comprehensive wealth planning, institutional quality investments and award-winning San Francisco, Calif.—January 25, 2022—Robertson Stephens Wealth
Robertson Stephens Continues National Expansion with New Southern California Presence
Wealth manager Karen McClintock joins to establish Pasadena office San Francisco, Calif.—December 8, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to grow its national footprint, opening an office in Pasadena, CA.
