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Robertson Stephens Hits $4B Milestone | Wealth Management

Two deals last week expanded Robertson Stephens presence on both coasts while adding an additional $370M in client assets.

United statesDiana casonRobertson stephensChuning wangDavid matiasMammad aliyevBrandon fryeMichael stephensJialin liuJanet shettyMatthew lauRaj bhattacharyyaJennifer spenceJohn lauHelen lauAvi deutsch

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

/PRNewswire/ Robertson Stephens Wealth Management, LLC ("Robertson Stephens") welcomes LFS Wealth Advisors ("LFS"), a San Ramon, CA registered investment.

San francisco bayUnited statesNew yorkMarin countyMenlo parkSan franciscoJialin liuRaj bhattacharyyaMatthew lauDiana casonJennifer spenceRobertson stephensJohn lauHelen lauSarah tremalloMichael stephens

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