Megan Grandmaison is a financial advisor with Robertson Stephens, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Hightower Advisors and Hightower Securities for seven years and has also held roles outside finance, including at APB Vape LLC and The Ocean House. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutional clients, offering portfolio management, consulting, and planning services. The firm manages $8.76 billion in assets and employs a comprehensive investment approach overseen by an internal committee.

Carol Nulman is a financial advisor at Robertson Stephens with Series 63 and Series 65 licenses and 43 years of industry experience. She previously worked at Hightower Advisors and Hightower Securities for ten years before joining Robertson Stephens in 2025. Outside of her advisory role, she serves as a trustee for various trusts and a private family foundation and is involved in managing sports-related investments, including ownership interests in U.S. baseball teams and sports rights in Cuba. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines advisor-driven advice with centralized model portfolios and oversight, managing over $7 billion in client assets as of the end of 2024.

Hunter Norte is a CFA® charterholder with 15 years of industry experience. He is currently a Vice President and Portfolio Manager at Robertson Stephens Wealth Management, LLC and Robertson Stephens Capital Markets, LLC, having joined the firm in 2025. His prior roles include positions at Goldman Sachs and Hightower. 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 manages discretionary and non-discretionary portfolios using a variety of investment vehicles and employs a structured approach with oversight from an internal Investment Office and Committee.