Robertson Stephens

The Investment Office presents observations and a framework to support its alternative real estate recommendations in multifamily and single-family rental, 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.

The article reports that fears about regional banks eased after JPMorgan cleared the second-biggest bank failure in U.S. history from investors’ focus, shifting attention to the Fed decision later that week. The calm lasted a few hours.

The company describes its partnership philosophy as focused on generating long-term value for clients, its team, and the community. It seeks professionals to help reinvent wealth management.

Charlie is an Associate on the Corporate Development Team at Robertson Stephens Wealth Management, LLC, where he works on 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. She has over 20 years of experience in market development and expansion and 10 years in financial services, and works in new 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’ Global Banking & Markets division.

Matthew is a vice president at Robertson Stephens Wealth Management, LLC, developing business processes and strategies for client and financial-advisor operations and coordinating new advisor team onboarding with advisors and custodians.

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

The company seeks to build solutions through investments, digital ingenuity, and life plans within a fiduciary relationship.

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