Collaboration Capital

The Investment Office presents observations and a framework supporting recommendations for multifamily and single-family rental real estate, and maintains its conviction despite the current price environment.

Jeanette Garretty and Stuart Katz discuss the age-old debate about the pros and cons of “active” versus “passive” investment.

Chief Investment Officer, Stuart Katz shares his insights on meaningful performance dispersion between the best and worst alternative investments.

A May 3, 2023 market commentary says concerns about regional bank fragility eased after JPMorgan removed the second-biggest U.S. bank failure from investors’ focus, before attention returned to the Fed decision.

The company describes its foundation as a partnership philosophy focused on generating long-term value for clients, its team, and the community.

Charlie is an associate on the Corporate Development Team at Robertson Stephens Wealth Management, LLC, where he supports business growth and strategic partnerships. He previously spent five years building RIA teams as a financial services headhunter at Robert Half.

Diana is a vice president at Robertson Stephens Wealth Management, LLC, with more than 20 years of experience in market development and expansion and 10 years in financial services. She works in client acquisition, retention, and relations.

Kartikay is an analyst in the Investment Office at Robertson Stephens Wealth Management, LLC. He previously supported Asia equities traders as an equities management associate in Goldman Sachs’s Global Banking & Markets division.

Matthew is a vice president at Robertson Stephens Wealth Management, LLC, where he develops business processes and strategies for operational service to clients and financial advisors. He also coordinates advisor and custodian support for onboarding new advisor teams.

Robert Stephens Headquarters: 455 Market Street, Suite 1600, San Francisco, CA 94105

The company says it seeks to build solutions through institutional-quality investments, digital ingenuity, and life plans within a fiduciary relationship that prioritizes client interests.

The privacy policy notice names Robertson Stephens Wealth Management, LLC, its broker-dealer affiliate, and several other affiliates.