Victoria Jung is a CFP® with four years of industry experience, currently serving at Robertson Stephens. She has held roles at various entities including Robertson Stephens Wealth Management and United Nations Federal Credit Union Advisors. Outside of her advisory work, she is the owner and principal of Sapientia Planning LLC, a business focused on rental property management. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing over $8.7 billion in assets as of December 2025. The firm offers portfolio management, planning services, and utilizes a range of investment vehicles, with oversight from an internal Investment Office and Committee.

Alicia Denton is a CFP® with five years of industry experience, currently serving as an advisor at Robertson Stephens. Her prior experience includes roles at Evergreen Gavekal and Hall Capital Partners. 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 discretionary and non-discretionary portfolio management, investment and pension consulting, model portfolios, and a range of planning services including tax and estate planning.

Michael Tong is a financial advisor at Robertson Stephens Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Fiduciary Trust International. Robertson Stephens Wealth Management serves individual clients, trusts and estates, family offices, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, tax and estate planning, and access to public and private funds, combining individualized advice with model portfolios overseen by an Investment Committee.

Leah Adamucci is a financial advisor at Robertson Stephens with a Series 65 designation and four years of industry experience. Prior to joining Robertson Stephens in 2025, she worked at Baldwin Wealth Partners, LLC for five years and at Fiduciary Trust Company International for another five years. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and retirement plans. The firm offers comprehensive investment advisory services combining individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee.

Stuart Katz is a financial advisor at Robertson Stephens with eight years of experience at the firm and a total of five years in the industry. His prior roles include positions at Reserve Capital and The Heyman Enterprise LLC. He also serves as CEO of Robertson Stephens Holdings, LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of year-end 2025. The firm offers discretionary and non-discretionary portfolio management and a range of planning services, using in-house and third-party investment resources overseen by its Investment Office and Committee.

Rohan Motwani is a CFA® charterholder with four years of industry experience. He has worked at Robertson Stephens Wealth Management since 2020 and previously held roles at Greenwich Strategy and Apollo Global Management. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of the end of 2024.

Avi Deutsch is a Series 65-licensed financial advisor at Robertson Stephens Wealth Management with eight years of industry experience. He has worked at Robertson Stephens since 2022 and previously held roles at Vodia Ventures II, Vodia Capital, and Lavan Inc. Outside of his advisory work, he is a partner at TDO Capital, a real estate investment firm involved in commercial real estate transactions in the New York area. Robertson Stephens Wealth Management provides investment advisory services to individual clients, families, trusts, charitable organizations, and retirement plans, offering portfolio management, financial planning, and access to public and private funds. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of December 31, 2024.

Daniel Arcos is a CFP® and CFA® credentialed advisor at Robertson Stephens with four years of industry experience. He previously worked at Rockefeller Capital Management from 2015 to 2019 before joining Robertson Stephens. Outside of his advisory role, he serves as president of a personal real estate holding company, where he assists with leasing and property management coordination. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

Mahir Vora is a financial advisor at Robertson Stephens with four years of industry experience. He holds a Series 65 designation and has worked at Robertson Stephens Wealth Management since 2020, following positions at Tcw and a period away from the industry. Robertson Stephens offers investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm manages $8.76 billion in assets and provides portfolio management, investment consulting, and planning services including tax and estate planning.

Mallon Fitz Patrick is a CFP® professional with six years at Robertson Stephens Wealth Management and a total of four years in the financial advisory industry. Prior to Robertson Stephens, he worked at Safran Wealth Advisors and Garden Street Advisors. He serves on the board of the Sag Harbor Whaling and Historical Museum and is involved with the FPA of Metro NY Chapter as Co-Lead of its NexGen Group and Education Committee. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement and profit-sharing plans, managing approximately $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management and comprehensive planning services, employing a range of investment strategies overseen by an internal Investment Office and Committee.