Robertson Stephens Wealth Management, LLC

We are a privately-held national wealth management firm—with roots in one of the country’s most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens underwrote hundreds of the era’s most groundbreaking IPOs, helping to fuel the technology revolution.

We’re proud to build on that forward-thinking legacy—augmented with our core values of stewardship, integrity, collaboration, curiosity, and innovation. Today, we are one of the fastest-growing wealth management firms in the country.

What We Do

We elevate the wealth management experience. We offer our clients institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital solutions. We are a fiduciary: that means you are always our highest priority.

Your success is our north star: our goal is to optimize your wealth and amplify its impact, to help you achieve your objectives for today, for tomorrow, and across generations.

Our Mission

We aim to be the best wealth management firm. We elevate the wealth management experience with institutional-quality investment solutions, comprehensive wealth planning, and intelligent digital solutions for you and your family. We are a fiduciary: that means you are always our highest priority. We partner with you to help achieve your objectives for today, for tomorrow, and across generations.

Our Culture and Values

Stewardship

Integrity

Collaboration

Curiosity

Innovation

Our Leadership

Raj Bhattacharyya, Chief Executive Officer, Board Member

Raj has over 30 years of experience in the financial services industry, leading large franchises across trading and capital markets.

Raj spent 17 years at Deutsche Bank, in both New York and London, in various senior roles. Most recently, he was the head of the Foreign Exchange Franchise in the Americas, as well as the head of the Latin American Markets business. Previously, while based in London, he ran Capital Markets and Treasury Solutions for Western Europe, which covered all European corporations and financial institutions for their financing, risk management and treasury needs. Prior to that, he ran Debt Capital Markets and Corporate Risk Solutions in North America. Raj also spent five years at Merrill Lynch in Derivatives, and three years at Goldman Sachs in Quantitative Research.

Prior to joining Robertson Stephens, Raj, as the Founder and CEO of YY Capital, was an active investor and mentor to early-stage financial technology companies looking to scale their businesses.

Raj serves on the Board of Directors of Strive for College, a non-profit which connects aspiring college students with free, one-on-one, online mentoring through the entire college admissions and financial aid application process. He also sits on the Dean’s Cabinet at the School of Engineering and Applied Sciences at Harvard University.

Raj earned his BA in Computer Science and Engineering from Harvard University. He lives in New York City with his wife and two children.

Michael J. Curley, CFA®, Chief Compliance Officer

Mike is the Chief Compliance Officer for Robertson Stephens, overseeing all matters relating to reputation and compliance management.

Mike has over 25 years of investment advisor and broker-dealer experience with firms such as JP Morgan, Hambrecht & Quist and Thomas Weisel Partners. Most recently, Mike was Chief Compliance Officer with First Republic Securities, a dually-registered investment advisor and broker-dealer subsidiary of First Republic Bank. In that role Mike built out private placement and insurance offering platforms while overseeing the private wealth management activities of over 600 licensed representatives.

Mike is a CFA® charterholder and earned an MS Finance with Honors from Golden Gate University in San Francisco and a BA Communications from Rutgers University. Mike lives in Petaluma, CA with his three kids and enjoys tennis, trail-running and skiing/snowboarding.

Jeanette Garretty, Chief Economist & Head of Advisor Experience

Jeanette is a Principal and Managing Director at Robertson Stephens. For more than three decades, Jeanette has advised business leaders, entrepreneurs and wealthy families in the management of their personal financial needs, with a particular focus on unique market opportunities, strategic planning and philanthropy. With her colleagues throughout the firm, Jeanette engages with Robertson Stephens clients and their advisors to provide a superior experience in all facets of their relationship. Since 2018, Jeanette has also served as the Chief Economist for Robertson Stephens, working closely with the Investment Office to formulate timely and incisive analysis of business conditions and economic policy for the benefit of all client portfolios at the firm. She is regularly featured on Bloomberg, Reuters and Yahoo Finance and frequently posts breaking economic news commentary on Twitter.

Immediately prior to joining Robertson Stephens, Jeanette was Senior Vice President and Wealth Advisor for Wells Fargo Private Bank in Palo Alto, California. She started her career in the financial services industry at Bank of America as Head of Industry Analysis and Chief Domestic Economist.

Jeanette earned an M.A. and Ph.D.(abd) in Economics from Stanford, and a BS (summa cum laude) in Mathematical Economics from Santa Clara University. She continues her commitment to the advancement of knowledge in a number of roles, serving as a member of the Executive Board of the Stanford University Institute for Economic Policy Research (SIEPR), the Advisory Board for the Stanford Institute for Research in the Social Sciences (IRiSS) , the Executive Board Member The Washington Institute for Near East Policy, Chair of the Investment Committee of The Phi Beta Kappa Society and Audit Committee chair for the Board of the National Library of Israel. Jeanette is Chair Emerita of the Northern Arizona University Foundation Investment Committee and Regent Emerita at Santa Clara University.

John Murray, Managing Director, Principal

John Murray is a Managing Director and Principal at Robertson Stephens. He is involved with the strategic direction of the firm and responsible for partnering with advisors wanting to improve their client service and accelerate growth. John has over 25 years of experience in family office, venture capital and investment banking services.

Most recently, John spent 3 years as a member of the founding team at Advance Venture Partners (AVP), a venture capital firm established on behalf of the Newhouse Family in New York. Prior to AVP, John was a partner at GCA Corp (2174.jp) for 10 years, where he focused on M&A and private capital raising for growth companies. Throughout his career, John has worked in entrepreneurial roles within the financial services industry, including with the firms Deutsche Bank, Alex Brown, Robertson Stephens, and Franklin Templeton, all while based in San Francisco, CA.

John earned an MBA from The Wharton School at University of Pennsylvania, and an AB from St. Lawrence University. John is an avid golfer and skier. He enjoys life with his two children in Sun Valley, ID where they attend The Community School.

David Westbrook, Chief Financial Officer

David Westbrook is the Chief Financial Officer at Robertson Stephens. He oversees all financial, treasury, accounting, real estate, risk and human resource activities.

Prior to joining Robertson Stephens, David was the CFO at Rockefeller & Co., before its sale to Rockefeller Capital Management, a substantial multi-family office, wealth manager and asset manager. Previously, he was CFO at Silvercrest Asset Management Group. He started his career at Deloitte in South Africa.

David earned a Post Graduate Diploma in Accounting and Bachelor in Commerce from the University of KwaZulu-Natal in South Africa. He is a CPA, CISA, and Chartered Accountant (South Africa). David is an avid snowboarder, surfer and runner. He enjoys exploring new beaches and mountains with his wife and 4 children.

Address: 455 Market Street, Suite 1450, San Francisco, CA 94105, USA

Phone: +1 415 500 6810
Email: info@rscapital.com