SAN FRANCISCO--(BUSINESS WIRE)--Robertson Stephens Advisors LLC announced today that Jeanette Garretty and Daniel Rozansky have joined the firm as a Managing Director and Chief Economist, and a Managing Director and Director of Financial Planning, respectively.
Both Garretty and Rozansky will be advising high net worth individuals and their families on the allocation and management of their financial assets. They will also serve on the firm’s Management and Investment Committees. Joe Piazza, Chairman and CEO of Robertson Stephens LLC (parent company of Robertson Stephens Advisors), is pleased to have them on board: “Jeanette and Danny are among the finest and most successful investment advisors in our industry. They will make a significant contribution to Robertson Stephens, both in terms of our business growth and, as importantly, in terms of our culture and mission.”
Garretty has over 25 years of experience in wealth management. She served as a Wealth Advisor at Wells Fargo Private Bank and she was named to Barron’s list of Top 100 Investment Advisors in California. Before joining Wells Fargo, Garretty was Chief Domestic Economist at Bank of America. Rozansky has been working with high net worth individuals and their families for more than 20 years as a practicing Trust and Estate attorney and as a Wealth Advisor at Wells Fargo Private Bank, Arthur Andersen LLP, and myCFO. He and Garretty worked together at Wells Fargo, specializing in addressing the financial needs of Silicon Valley entrepreneurs. The needs of the client come first for both Garretty and Rozansky: “Our clients’ expectations are changing in the areas of technology, transparency, research and analysis, strategic investment direction and tactical actions, and financial planning, and we feel that the only way to meet the demands of our clients is to be intensely focused on the things that are most important to their financial well-being. Robertson Stephens has the experience and knowledge to deliver excellence in the service of hard-won, transformative fortunes.”
Robertson Stephens Advisors is an independent, privately owned firm that is known for its research-driven investment process and high-touch client service.
About Robertson Stephens Advisors LLC
Robertson Stephens Advisors, a subsidiary of the holding company Robertson Stephens LLC, provides independent, objective and conflict-free advice and asset management services to high net worth individuals and families. The firm follows a deliberate process of exploring clients' near-term, life style and liquidity needs, along with long-term wealth preservation and legacy initiatives. A staff of highly experienced professionals provides access to a global group of asset managers across a broad spectrum of appropriate asset classes. Robertson Stephens Advisors offers a multi-custodial platform which includes Fidelity Investments.
Robertson Stephens prides itself on creating “A Culture of Exceptionalism,” with a corporate mission to provide a level of service to clients unmatched in the industry.
None of the Company, Robertson Stephens LLC, or any of its subsidiaries are in any way affiliated with Sandy Robertson or Paul Stephens, two of the founders of the former Robertson Stephens, Inc., nor are we in any way affiliated with RS Investments, a financial services firm headquartered in San Francisco, with offices globally.
