Adam Robertson is a financial advisor at Robertson Stephens with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments, Charles Schwab, TD Ameritrade, Richdale Group, and AvalonBay. Outside of his advisory role, he works part-time as a food delivery driver. Robertson Stephens provides investment advisory services to high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, tax and estate planning, and uses a broad investment toolkit overseen by an internal Investment Office and Committee.

Ufuk Ince is a CFA® charterholder and holds a Series 63 license, with 12 years of experience in the financial services industry. He is currently with Robertson Stephens, where he has worked since 2026 following prior roles at MassMutual Life Insurance Co, NYLife Securities, Look Lateral, Inc., and Eagle Harbor Asset Management, Inc. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, managing $8.76 billion in assets as of the end of 2025.