• Skip to main content
  • Skip to footer

Robertson Stephens

Website for Robertson Stephens Wealth Management

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

Raj Bhattacharyya

Meeting The Challenge Of Rising Client Expectations By Offering The Best Of Both Worlds with Raj Bhattacharyya

As published in Private Wealth December 6, 2021 - Raj Bhattacharyya is the CEO of Robertson Stephens and has over 28 years of experience in the financial services industry. He worked at Deutsche Bank in New York and London for 17 years in various

More

Filed Under: Insights Tagged With: Raj Bhattacharyya

Robertson Stephens Expands Bay Area Presence, Reaches Over $3.3 billion in Assets

Firm expands pension consulting services with wealth manager Rick Tasker joining to establish Santa Rosa office San Francisco, Calif.— October 13, 2021—Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) further grows its national

More

Filed Under: News Tagged With: M&A, Raj Bhattacharyya

2021 Investment and Economic Outlook Webinar

December 10, 2020 Our CIO, Stuart Katz and Chief Economist, Jeanette Garretty sat down with our CEO, Raj Bhattacharyya, to discuss the 2021 Economic and Markets outlook. Click Here to view the webinar  

More

Filed Under: Insights Tagged With: Economic Insights, events, Investment Office Insights, Jeanette Garretty, Raj Bhattacharyya, Stuart Katz, webinars

2020 T3 Conference CEO Panel with Raj Bhattacharyya

CEO Raj Bhattacharyya participated in the 2020 T3 Conference CEO Panel discussing the pandemic and its effects on the wealth management industry. https://youtu.be/Vb5McfMswDI Disclosures Investment advisory services offered through Robertson

More

Filed Under: Insights Tagged With: Pandemic, Raj Bhattacharyya, Wealth Management

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3

We are industry veterans who are experienced at building holistic financial plans for families and their wealth.

Talk To Us

Footer


Brochure Disclosures Form CRS
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
Insights
News Room
Join The Team
Who We Are | What We Do | Insights | News Room | Join The Team

Copyright © 2025 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio