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Robertson Stephens Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Robertson Stephens is a wealth management firm based in San Francisco, California, that delivers integrated investment strategies and wealth-management solutions through a digital platform. The organization operates under a fiduciary standard, placing clients' interests ahead of its own, and it emphasizes a partnership model aimed at sustaining long-term value for clients, its staff, and the wider community.

Its advisory services are provided by Robertson Stephens Wealth Management, LLC, which is registered with the SEC. The firm emphasizes a broad conception of wealth that includes legacy, family, relationships, and well-being, aligning its services with clients' broader life goals. In 2025, Robertson Stephens announced the launch of a Family Office to serve select ultra-high-net-worth clients who have outgrown multi-family office arrangements.

Find Robertson Stephens employees' phone numbers or email addresses

Robertson Stephens Global Highlights

Location
Employees

North America
126

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  • United States Of America
    126

Asia
3

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  • India
    3

Robertson Stephens's Leadership

  • Vice President Of Client Reporting And Perfomance Analytics at Robertson Stephens
    G. H.
    Vice President Of Client Reporting And Perfomance Analytics
    Mobile Phone
  • Managing Director, Principal at Robertson Stephens
    M. G. R.
    Managing Director, Principal
    Mobile Phone
  • Managing Director at Robertson Stephens
    J. H.
    Managing Director
    Mobile Phone
  • Managing Director, Principal at Robertson Stephens
    J. L.
    Managing Director, Principal
    Mobile Phone
  • Managing Director, Principal at Robertson Stephens
    T. H.
    Managing Director, Principal
    Mobile Phone
  • Vice President at Robertson Stephens
    K. W.
    Vice President
    Mobile Phone
  • Senior Vice President at Robertson Stephens
    Z. C.
    Senior Vice President
    Mobile Phone
  • Director – Family Office & Strategic Investments at Robertson Stephens
    J. N.
    Director – Family Office & Strategic Investments
    Mobile Phone

Robertson Stephens Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Arts & Design
  • Information Technology
  • Other
  • Legal

Contact profiles from Robertson Stephens

Name
Title
Contact
Location
Last Update
  • Managing Director, Principal at Robertson Stephens
    M. G. R.
    Managing Director, Principal
    Mobile Phone
    Sep 02, 2026
  • Managing Director at Robertson Stephens
    J. H.
    Managing Director
    Mobile Phone
    Oct 22, 2024
  • Managing Director, Principal at Robertson Stephens
    J. L.
    Managing Director, Principal
    Mobile Phone
    Oct 22, 2024
  • Managing Director, Principal at Robertson Stephens
    T. H.
    Managing Director, Principal
    Mobile Phone
    Oct 21, 2024
  • Vice President Of Client Reporting And Perfomance Analytics at Robertson Stephens
    G. H.
    Vice President Of Client Reporting And Perfomance Analytics
    Mobile Phone
    Oct 12, 2026
  • Vice President at Robertson Stephens
    K. W.
    Vice President
    Mobile Phone
    Bay
    Sep 18, 2026
  • Senior Vice President at Robertson Stephens
    Z. C.
    Senior Vice President
    Mobile Phone
    Oct 12, 2026
  • Director – Family Office & Strategic Investments at Robertson Stephens
    J. N.
    Director – Family Office & Strategic Investments
    Mobile Phone
    India, Tamil Nadu
    Jun 27, 2026
  • Principal at Robertson Stephens
    D. A.
    Principal
    Mobile Phone
    Oct 23, 2024
  • Client Services Associate at Robertson Stephens
    D. C.
    Client Services Associate
    Mobile Phone
    Bay
    Sep 14, 2026

Frequently Asked Questions

What is Robertson Stephens known for?

Minus sign iconPlus sign iconRobertson Stephens operates in the Financial Services industry. You can contact Robertson Stephens's main corporate office by phone at
+1-415-500-****
. Explore Robertson Stephens's company overview page for more information.

What is Robertson Stephens's most common email format?

Minus sign iconPlus sign iconRobertson Stephens employees' email format typically follows the pattern of FLast@rscapital.com. Trying to find reliable and up-to-date employee contact data? Find more Robertson Stephens email formats with LeadIQ.

How many employees does Robertson Stephens have currently?

Minus sign iconPlus sign iconRobertson Stephens has approximately 123 employees as of October 2026. These team members are located across 2 continents, including North America and Asia.

Who are Robertson Stephens's key employees and leadership?

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As of October 2026, Robertson Stephens's key employees include:

  • Vice President Of Client Reporting And Perfomance Analytics: G. H.
  • Managing Director, Principal: M. G. R.
  • Managing Director: J. H.
  • Managing Director, Principal: J. L.
  • Managing Director, Principal: T. H.

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