Robertson Stephens Welcomes Mike Barnes as Operations Chief

Robertson Stephens Welcomes New Leadership in Operations

Robertson Stephens Wealth Management, LLC, a leading and expanding registered investment advisor, is thrilled to announce the appointment of Mike Barnes as the new Head of Operations. Bringing extensive experience and a proven track record, Mike is expected to play a pivotal role in enhancing the firm’s operational capabilities and overall service delivery.

Expertise and Experience of Mike Barnes

Mike Barnes comes to Robertson Stephens with nearly two decades of leadership in financial services operations. His previous role as Head of Financial Operations at Ellevest saw him manage around $2 billion in client assets, significantly contributing to operational efficiency across both digital and private wealth management platforms. His deep understanding of wealth management operations is set to benefit Robertson Stephens immensely.

Responsibilities of the Head of Operations

In his new role, Mike will oversee various operational facets at Robertson Stephens, focusing on client onboarding, account management, and transaction processing. He will implement operational policies aimed at improving efficiency and ensuring compliance with industry regulations. This strategic oversight is essential as the company continues to grow and adapt to a fast-changing financial landscape.

Vision for the Future

Raj Bhattacharyya, Chief Executive Officer at Robertson Stephens, expressed enthusiasm regarding Mike's addition to the team. He noted, "Mike's vast experience in operations, specifically in the wealth management industry, will complement and advance the goals and vision of our growing firm. His creativity and track record of success will be vital as we look to navigate our future."

A Streamlined Approach to Wealth Management

Robertson Stephens is committed to delivering a seamless wealth management experience. With Mike's leadership, the firm aims to refine its operational structures, allowing wealth managers and clients alike to benefit from improved processes. As the industry evolves, adapting to new technologies and methodologies is critical, and Mike's expertise positions Robertson Stephens well for this challenge.

Growth of Robertson Stephens

Robertson Stephens currently employs over 100 professionals across various locations, ensuring comprehensive service to its clients. The company's growth trajectory has been impressive, and the addition of Mike Barnes is seen as a strategic move to bolster its operational infrastructure, fostering a dedicated environment for future development.

Commitment to Client Success

Vikram Chugh, Chief Operating Officer at Robertson Stephens, stated, "In this role, Mike will coordinate closely with our Wealth Managers, Investment Office, Compliance, Finance, Technology, and other teams to drive operational excellence. His extensive knowledge will be instrumental in scaling our infrastructure, ensuring that we continue to provide seamless, high-quality support to our clients."

About Robertson Stephens

Robertson Stephens Wealth Management, LLC is an independent investment advisor proudly registered with the SEC. The firm aims to transform the wealth management experience through institutional-quality investment solutions, comprehensive planning, and leading-edge digital solutions, all prioritizing client interests. With robust assets under management, Robertson Stephens continuously seeks to enhance its service propositions, ensuring clients receive the best possible support in their financial journeys.

Frequently Asked Questions

What is the role of Mike Barnes at Robertson Stephens?

Mike Barnes has been appointed as the Head of Operations, responsible for overseeing operational processes and ensuring compliance.

What previous experience does Mike Barnes bring?

He has nearly two decades of experience in financial services operations, previously serving as Head of Financial Operations at Ellevest.

How is Robertson Stephens growing?

Robertson Stephens has expanded its team to over 100 professionals, enhancing their capability to serve clients across various locations.

What is the vision of Robertson Stephens?

The firm aims to transform wealth management through innovative solutions and excellent client service, emphasizing a fiduciary approach.

Why is operational excellence important for Robertson Stephens?

Operational excellence is crucial for maintaining efficiency, compliance, and delivering high-quality services to clients in a competitive environment.

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