Erik Boe is a financial advisor with Robertson Stephens, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Robertson Stephens Capital Markets, LLC and Robertson Stephens Wealth Management, LLC since 2019, and previously spent 11 years with RBC Capital Markets Corporation. Outside of his advisory role, Boe serves as Treasurer for the Sun Valley Community Foundation, a nonprofit focused on facilitating charitable giving in the Sun Valley, Idaho community. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm combines advisor-driven advice with centralized model portfolios and oversight, managing both discretionary and non-discretionary assets across a range of public and private investment options.

Julie Steinman is a CFP® with 38 years of industry experience. She is currently with Robertson Stephens Wealth Management, where she has worked since 2019, and has held roles at Robertson Stephens Capital Markets and RBC Capital Markets. Steinman is based in Ketchum, ID. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers a range of portfolio management and planning services, utilizing both in-house model portfolios and third-party managers.

John Gilligan is a CFA® charterholder with 16 years of industry experience. He is currently with Robertson Stephens Wealth Management and previously worked at Mercer Global Advisors and Clearrock Capital. Outside of his advisory role, he coaches the Sun Valley Freeride Team, a youth ski team, on weekends during the winter season. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of the end of 2024.

Eric Kiel is a financial advisor with Robertson Stephens Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He also owns and operates a commercial photography business, Eric Kiel Photography, which he has managed since 2000 and devotes part-time to shooting campaigns for creative agencies. Robertson Stephens serves individuals, families, trusts, charitable organizations, and retirement and profit-sharing plans, offering discretionary and non-discretionary portfolio management alongside tax and estate planning services. The firm manages $8.76 billion in assets and utilizes a range of investment strategies including in-house model portfolios and third-party managers.

John Murray is a financial advisor with Robertson Stephens, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Robertson Stephens entities since 2016, currently serving in roles at Robertson Stephens Capital Markets, LLC and Robertson Stephens Wealth Management, LLC. Outside of his advisory work, he serves on the board of MSCL House, a nonprofit men's second chance living organization in Hailey, Idaho. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, utilizing in-house model portfolios and third-party managers across a broad range of investment types.