William Thrush is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with Robertson Stephens, where he has worked since 2024, following prior roles at HighTower Advisors, Merrill, and UBS Financial Services. Robertson Stephens provides investment advisory services to individuals, families, trusts, multi-family offices, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management alongside planning services such as tax and estate planning. The firm manages $8.76 billion in assets and employs a range of investment vehicles including equities, fixed income, mutual funds, ETFs, options, and private funds.

Meghan Rump is a CFP®-certified financial advisor with 21 years of industry experience. She is currently a managing director and investment adviser representative at Robertson Stephens, where she has worked since 2024. Her prior roles include positions at HighTower Advisors and Merrill. 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, planning services, and uses a range of investment tools overseen by its Investment Office and Committee.

Samuel Sullivan is a financial advisor at Robertson Stephens with a Series 65 designation and one year of industry experience. He previously worked at WPP, Cogent World, Wasserman, and Strategic Agency. 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 consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.

Charles Simmonds is a financial advisor at Robertson Stephens with one year of industry experience. He holds a Series 66 designation and has worked previously at Third Bridge US Inc and Rockefeller Financial LLC. Outside of his advisory role, he has been involved in a business operating under the name L&J MarketPlace Inc. DBA Fish Market. Robertson Stephens provides investment advisory services to individuals, families, trusts, family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.