Robertson Stephens Reaches an Impressive $8 Billion in Client Assets
Robertson Stephens Wealth Management, LLC has announced a significant milestone, surpassing $8 billion in client assets. This achievement not only highlights the firm's growth but also marks an increased national presence, especially in the Northeast region. The firm now operates with 26 advisor teams across 25 offices nationwide.
Expansion with New Advisor Teams
As part of its growth strategy, Robertson Stephens is thrilled to welcome two new teams of advisors. Carol Nulman and Richard Lewis are joining as Managing Directors and Principals, spearheading a new office in Rhode Island. They bring a wealth of expertise in comprehensive wealth management, including investment management, wealth planning, and philanthropic strategies. Their team will include Hunter Norte and Megan Grandmaison.
Focus on Arts and Creatives
Another vital addition to the Robertson Stephens family is Leah Hokenson, who will serve as Managing Director and Principal in the New York office. Leah specializes in wealth management solutions tailored for clients in the arts, including artists, creatives, and art collectors. Her unique focus aims to bridge the needs of a vibrant community with robust financial strategies.
Leadership Insights on Growth
Raj Bhattacharyya, the Chief Executive Officer of Robertson Stephens, expressed pride in achieving this remarkable financial milestone. "Reaching $8 billion in assets under management is a substantial achievement for our firm and demonstrates the trust our clients have in us," he stated. The CEO believes that welcoming experienced advisors like Carol, Richard, and Leah will enhance the firm’s capability to meet client needs even better.
New Horizons in Wealth Management
Carol Nulman reflected on the significance of this new chapter, emphasizing the entrepreneurial spirit and strong institutional platform at Robertson Stephens. "Joining Robertson Stephens and opening the Rhode Island office is an exciting new chapter for our team," she mentioned. This kind of partnership fosters deeper relationships and broadens the capacity to provide personalized services to clients.
Commitment to Client-Centered Solutions
Leah Hokenson also shared her enthusiasm for joining the firm. "What excites me most about joining the firm is the ability to dedicate my time to serving clients—particularly artists, creatives, and collectors—while knowing I have the full strength of the platform behind me," she explained. This kind of commitment not only enhances the relationship with clients but also allows for a tailored approach to their unique financial needs.
About Robertson Stephens
Robertson Stephens Wealth Management, LLC operates as an independent SEC-registered investment advisor. Their mission is to transform the wealth management experience by delivering institutional-quality investment solutions and comprehensive wealth planning within a fiduciary context where the client is the top priority. The firm underscores its dedication to providing intelligent digital solutions alongside traditional services, ensuring clients receive extraordinary value from their partnerships with Robertson Stephens.
Frequently Asked Questions
What is the total asset value of Robertson Stephens as of now?
Robertson Stephens has surpassed $8 billion in client assets.
Where is the new office for Robertson Stephens located?
The new office is located in Rhode Island.
Who are the new team members joining Robertson Stephens?
Carol Nulman, Richard Lewis, Hunter Norte, Megan Grandmaison, and Leah Hokenson are the new team members.
What specialties does Leah Hokenson focus on in her practice?
Leah specializes in providing wealth management solutions for artists, creatives, and art collectors.
What is the mission of Robertson Stephens?
The mission is to transform the wealth management experience through top-notch investment solutions, wealth planning, and a fiduciary relationship with clients.
