Robertson Stephens

Robertson Stephens Hits $5 billion AUM, Deepens Presence in the Northeast

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Friday, March 1, 2024

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SAN FRANCISCO, March 1, 2024 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has reached $5 billion in AUM and has made its newest addition in the Northeast. The firm welcomes William (Bill) Thrush and Meghan Rump of The Thrush Group, a Connecticut-based team managing over $180 million in advisory assets. The Thrush Group's founders, Bill and Meghan, join Robertson Stephens as Managing Directors and Principals.

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The Thrush Group's founders, Bill and Meghan, join Robertson Stephens as Managing Directors and Principals.
For more information on Robertson Stephens, please visit www.rscapital.com .
"I couldn't be more excited to welcome Bill and Meghan to Robertson Stephens.
Meghan Rump, Managing Director and Principal of Robertson Stephens, also stated, "Bill and I believe that Robertson Stephens enables us to deliver a creative approach to financial solutions in all aspects of our clients' lives.

Robertson Stephens Continues Its National Expansion with 4th office in the Mountain States

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Monday, November 6, 2023

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SAN FRANCISCO, Nov. 6, 2023 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") opens a new office in Jackson, Wyoming, further growing its national presence in the mountain state region. Tom Bruno, joins as Managing Director and Principal, specializing in comprehensive wealth management – including investment management, wealth planning and philanthropic strategies.

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Wealth manager Tom Bruno joins to establish Jackson, WY office
SAN FRANCISCO, Nov. 6, 2023 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") opens a new office in Jackson, Wyoming, further growing its national presence in the mountain state region.
Tom Bruno, joins as Managing Director and Principal, specializing in comprehensive wealth management – including investment management, wealth planning and philanthropic strategies.
"Tom's focus on being a trusted advisor to high-net-worth families for their comprehensive wealth needs fits perfectly with the Robertson Stephens ethos and offering," said Raj Bhattacharyya, Chief Executive Officer of Robertson Stephens.
"I'm excited to join with Robertson Stephens so that I can continue delivering world-class investment capabilities and white-glove service to my clients," said Tom Bruno, Managing Director, Principal of Robertson Stephens.

Robertson Stephens Deepens Presence in San Francisco Bay Area

Retrieved on:

Tuesday, October 3, 2023

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SAN FRANCISCO, Oct. 3, 2023 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has further expanded its presence in the San Francisco Bay Area by welcoming Lifeguard Wealth, a California registered investment advisor managing over $100 million in advisory assets. Lifeguard's founder, Joe Delaney, joins Robertson Stephens as Managing Director and Principal as the firm further fortifies its presence in northern California.

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SAN FRANCISCO, Oct. 3, 2023 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has further expanded its presence in the San Francisco Bay Area by welcoming Lifeguard Wealth, a California registered investment advisor managing over $100 million in advisory assets.
Lifeguard's founder, Joe Delaney, joins Robertson Stephens as Managing Director and Principal as the firm further fortifies its presence in northern California.
For more information on Robertson Stephens, please visit www.rscapital.com
"We are excited to welcome Joe to Robertson Stephens.
"We are also delighted to further build our client presence in the San Francisco Bay area."

Robertson Stephens Continues Its Northeastern Expansion

Retrieved on:

Wednesday, July 5, 2023

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SAN FRANCISCO, July 5, 2023 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has further expanded its presence in the northeast by welcoming Haymarket Wealth Management ("Haymarket"), a Madison, NJ registered investment advisor managing approximately $285 million in advisory assets. Haymarket's Founder, Tom Hagerstrom, will join Robertson Stephens as Managing Director and Principal and will be opening the firm's 4th office in the region and its third in the New York tri-state area.

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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 the northeast by welcoming Haymarket Wealth Management ("Haymarket"), a Madison, NJ registered investment advisor managing approximately $285 million in advisory assets.
With this addition, Robertson Stephens' assets are now over $4.1 billion.
For more information on Robertson Stephens, please visit www.rscapital.com
"We want to extend a warm welcome to Tom as he joins the Robertson Stephens family," said Raj Bhattacharyya, Chief Executive Officer, Robertson Stephens.
"Joining Robertson Stephens allows me to provide a broader set of services for my clients," says Tom Hagerstrom, Managing Director, Principal, Robertson Stephens.

Robertson Stephens Hits $4bn AUM as It Continues to Expand in the Bay Area

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Thursday, December 15, 2022

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SAN FRANCISCO, Dec. 15, 2022 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") welcomes LFS Wealth Advisors ("LFS"), a San Ramon, CA registered investment advisor managing approximately $210 million in advisory assets with an additional office in Burlingame. LFS's Founder and Managing Director, John Lau, will join Robertson Stephens as Managing Director and Principal. John will be joined by his colleagues Helen Lau, Matthew Lau, Diana Cason, Michael Stephens, Jennifer Spence, Carmen Liu and Jialin Liu.

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LFS's Founder and Managing Director, John Lau, will join Robertson Stephens as Managing Director and Principal.
"We are delighted to have John and his team join Robertson Stephens,"saidRaj Bhattacharyya, Chief Executive Officer of Robertson Stephens.
I look forward to working with John and further growing the Robertson Stephens presence with two new offices in the San Francisco Bay Area."
"I am delighted to be part of the Robertson Stephens family," says John Lau, Managing Director, Principal of Robertson Stephens.

Robertson Stephens Strengthens Northeast Presence

Retrieved on:

Tuesday, December 13, 2022

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SAN FRANCISCO, Dec. 13, 2022 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") adds Vodia Capital, LLC ("Vodia"), a Boston-based registered investment advisor managing over $160 million in advisory assets. Vodia's Founder and Managing Principal, David Matias, and Principal, Avi Deutsch, will join Robertson Stephens along with their colleagues Brandon Frye, Chuning Wang, Janet Shetty and Mammad Aliyev.

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Vodia Capital joins Robertson Stephens, opens new Boston office
SAN FRANCISCO, Dec. 13, 2022 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") adds Vodia Capital, LLC ("Vodia"), a Boston-based registered investment advisor managing over $160 million in advisory assets.
"We are thrilled to have David, Avi and the entire Vodia team join Robertson Stephens," saidRaj Bhattacharyya, Chief Executive Officer of Robertson Stephens.
Their client-first philosophy and strong focus on investments, planning and technology make them a perfect cultural fit at Robertson Stephens.
"We are excited to be part of the Robertson Stephens family and establish the firm's presence in the greater Boston area," says David Matias, Managing Director, Principal of Robertson Stephens.

Capstone Partners Names Peter Nam Head of Industrial Technology Group

Retrieved on:

Thursday, June 23, 2022

BOSTON, June 22, 2022 /PRNewswire/ -- Capstone Partners, a leading middle market investment banking firm, announced today that Peter Nam , Managing Director,has been named Head of the firm's Industrial Technology Investment Banking Group (ITG).

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BOSTON, June 22, 2022 /PRNewswire/ -- Capstone Partners, a leading middle market investment banking firm, announced today that Peter Nam , Managing Director,has been named Head of the firm's Industrial Technology Investment Banking Group (ITG).
Peter began his investment banking career with Credit Suisse First Boston (CSFB) in their Global Technology Group focusing on M&A.
A lifelong sector enthusiast, Peter is a graduate of University of California, Berkeley and remains passionate about all things related to industrial technology.
ITG truly enjoys serving as a trusted partner to innovative industrial technology companies who are leaders in their respective sectors and subsectors," said Peter Nam.

D. Ellen Shuman Joins Robertson Stephens Board of Directors

Retrieved on:

Tuesday, May 10, 2022

NEW YORK , May 10, 2022 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has expanded its parent company board with the appointment of D. Ellen Shuman as a Director. Ms. Shuman brings nearly 40 years of industry experience, with deep expertise as an institutional investor primarily serving endowments and foundations. She is a Partner Emerita and Co-founder of Edgehill Endowment Partners LLC, an OCIO serving mission-based clients, and was previously the Chief Investment Officer of Carnegie Corporation of New York and Director of Investments at the Yale University Investments Office.

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Wealth Manager Taps Shuman's Institutional Investment, Endowment and Strategic Growth Expertise to Expand Board
NEW YORK, May 10, 2022 /PRNewswire/ --Robertson Stephens Wealth Management, LLC ("Robertson Stephens") has expanded its parent company board with the appointment of D. Ellen Shuman as a Director.
"We are extremely pleased Ellen has joined the board," said Gaurav Bhandari, Robertson Stephens' Board Chairman and the Managing Partner of Long Arc Capital.
With the addition of Ms. Shuman, Robertson Stephens expands its parent company board to eight members.
Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.

Bestselling Author Juliana Jones of HEDGED, Publishes Next Book, the VALENTINE'S DAY CONCERT, and Hollywood Already Wants to Make the Movie

Retrieved on:

Thursday, April 7, 2022

Neither one of them realize that they're going to discover the magic of love that Barry sings about.

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Neither one of them realize that they're going to discover the magic of love that Barry sings about.
Juliana Jones' first book HEDGED has done extremely well and 5% of all net proceeds are being donated to breast cancer, in lieu of Juliana's favorite author, Jackie Collins.
Juliana Jones is the bestselling author for HEDGED.
She ended her career at Carlin Financial, the firm talked about in Michael Lewis' financial thriller, Flash Boys.

Robertson Stephens Opens 13th Office in Menlo Park

Retrieved on:

Monday, March 28, 2022

SAN FRANCISCO, March 28, 2022 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") a national wealth management firm headquartered in San Francisco, is excited to announce its 13th office location in Menlo Park, CA. Establishing a presence in Menlo Park broadens the firm's presence in the Bay Area, allowing the firm to bring personalized wealth solutions to its high net worth and ultra-high net worth clients.

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SAN FRANCISCO, March 28, 2022 /PRNewswire/ -- Robertson Stephens Wealth Management, LLC ("Robertson Stephens") a national wealth management firm headquartered in San Francisco, is excited to announce its 13th office location in Menlo Park, CA.
For more information on Robertson Stephens, please visit www.rscapital.com
"I am very proud of the growth milestones our firm continues to achieve and I am particularly pleased about our new office in Menlo Park, as it harkens back to the origins of Robertson Stephens as a firm dedicated to clients in Silicon Valley," said Raj Bhattacharyya, CEO of Robertson Stephens.
Wealth managers, Jeanette Garretty, Daniel Rozansky and Michael Zaninovich, lead the opening of the new Menlo Park office.
Daniel Rozansky, Managing Director and Principal of Robertson Stephens, added: "We are honored to open Robertson Stephens' Menlo Park office and strengthen both existing and new relationships with individuals and families in the area.