Anthony Jones is a CFA® charterholder based in Milwaukee, WI, with 14 years of industry experience. He has worked at Robertson Stephens since 2026 and previously spent 20 years at Alpha Investment Consulting Group, LLC. Robertson Stephens serves individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans by providing discretionary and non-discretionary portfolio management, investment consulting, and planning services. The firm employs a range of investment strategies overseen by its Investment Office and Committee, managing $8.76 billion in assets as of December 31, 2025.

Robert Bukowski is a financial advisor at Robertson Stephens with 20 years of industry experience. He holds a Series 63 designation and previously spent 30 years at Alpha Investment Consulting Group. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 2025.

Julia Ramer is a Series 65 licensed financial advisor with Robertson Stephens in Milwaukee, WI, bringing two years of industry experience. She previously worked at Alpha Investment Consulting Group for six years and has a background in full-time education. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutions, offering portfolio management and comprehensive planning services with $8.76 billion in assets under management as of the end of 2025. The firm utilizes a range of investment strategies and vehicle types, manages model portfolios internally, and incorporates due diligence and capital market assumptions through its Investment Office and Committee.