What departments does Robertson Stephens have?

Robertson Stephens has employees across 2 departments including Customer Success, Sales.

What is the largest department at Robertson Stephens?

The largest department at Robertson Stephens is Customer Success with 1 employees.

Where are Robertson Stephens employees located globally?

Robertson Stephens has employees across 2 continents and 2 countries including India, United States Of America.

How has Robertson Stephens's team size changed over time?

Robertson Stephens's team has remained stable from approximately 106 to 106 employees based on available data.

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.

Robertson Stephens Global Highlights

North America
127

United States Of America
127

Asia
2

India
2

Robertson Stephens's Leadership

G. H.
Vice President Of Client Reporting And Perfomance Analytics
Mobile Phone
Email
K. W.
Vice President
Mobile Phone
Email
Z. C.
Senior Vice President
Mobile Phone
Email
M. G. R.
Managing Director, Principal
Mobile Phone
Email
J. H.
Managing Director
Mobile Phone
Email
J. L.
Managing Director, Principal
Mobile Phone
Email
T. H.
Managing Director, Principal
Mobile Phone
Email
D. A.
Principal
Mobile Phone
Email

Robertson Stephens Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Arts & Design
Information Technology
Other

Contact profiles from Robertson Stephens

Name

Title

Contact Info

Location

Last Update

K. W.
Vice President
Mobile Phone
Email
Bay
Jun 30, 2026
Z. C.
Senior Vice President
Mobile Phone
Email
Jul 22, 2026
M. G. R.
Managing Director, Principal
Mobile Phone
Email
Apr 20, 2026
J. H.
Managing Director
Mobile Phone
Email
Oct 22, 2024
J. L.
Managing Director, Principal
Mobile Phone
Email
Oct 22, 2024
T. H.
Managing Director, Principal
Mobile Phone
Email
Oct 21, 2024
D. A.
Principal
Mobile Phone
Email
Oct 23, 2024
D. C.
Client Services Associate
Mobile Phone
Email
Bay
Jul 07, 2026
G. D.
Driver
Mobile Phone
Email
Oct 23, 2024
P. F.
Equity Sales
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Robertson Stephens known for?

Robertson Stephens operates in the Financial Services industry; you can contact the 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?

Robertson Stephens employees' email format typically follows the pattern of . 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?

Robertson Stephens has approximately 118 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Robertson Stephens's key employees and leadership?

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

Vice President Of Client Reporting And Perfomance Analytics: G. H.
Vice President: K. W.
Senior Vice President: Z. C.
Managing Director, Principal: M. G. R.
Managing Director: J. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Robertson Stephens Employee Directory

Find Robertson Stephens employees' phone numbers or email addresses

Name search is limited — try advanced search instead