Robertson Stephens

William Thrush is a financial advisor at Robertson Stephens with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Hightower Advisors, Bank of America, and Merrill Lynch. Thrush is also a licensed insurance agent. Robertson Stephens Wealth Management offers 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 Committee, managing over $7 billion in client assets as of December 31, 2024.

Pamela Friedman is a CFP® with 15 years of experience in financial advising. She has been with Robertson Stephens Wealth Management since 2020 and previously worked at Silicon Hills Wealth Management from 2013 to 2020. She is the founder and sole proprietor of Divorce Planning of Austin, LLC, and is also an author and instructor of financial education courses. Additionally, she has taught a financial planning course at the McCombs School of Business. 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.

Meghan Rump is a CFP® with 20 years of industry experience, currently serving as Managing Director and Investment Adviser Representative at Robertson Stephens Wealth Management. Her prior roles include positions at Hightower Advisors, Bank of America, and Merrill. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of December 31, 2024.

Victoria Jung is a CFP® professional with three years of industry experience, currently serving as an advisor at Robertson Stephens. She has held roles at multiple related entities within Robertson Stephens since 2022 and previously worked at CommunityAmerica Financial Solutions, United Nations Federal Credit Union Advisors, and State Farm Mutual Insurance Company. Outside of her advisory work, she is the owner and principal of Sapientia Planning LLC, a rental property management business. 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 model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

Michael Curley is a CFA® charterholder with 30 years of industry experience. He has been with Robertson Stephens, including its Capital Markets and Wealth Management divisions, since 2018. Prior to that, he worked at Exchange Bank Trust & Investment Management and First Republic Securities Company. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and retirement plans. The firm combines individualized advisor guidance with model portfolios and oversight from an Investment Committee, offering a broad range of advisory and planning services.

Derek Scarth is a financial advisor at Robertson Stephens with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ratio Wealth Group, MML Investors Services, and MassMutual Life Insurance Company. He serves as a trustee and member of the Investment Committee at Regis University. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines advisor-driven individualized advice with centrally managed model portfolios and oversight from an Investment Office and Committee, offering access to public and private funds including hedge funds and private equity.

Thomas Chernesky is a CFP® with 27 years of industry experience, currently serving as an advisor at Robertson Stephens since 2024. Prior to this, he spent 11 years at CAFG Wealth Management, Inc., where he was also president of the company, a non-operating legal entity handling payments from the installment sale of a former RIA business to Robertson Stephens. Robertson Stephens Wealth Management provides 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 the end of 2024.

Daniel Zarzynski is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Robertson Stephens. He has one year of industry experience, with prior roles at CAFG Wealth Management, Camping World, Brunswick Corporation, and CBS Radio. 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, managing over $7 billion in client assets as of December 31, 2024.

Alicia Denton is a CFP® professional at Robertson Stephens Wealth Management with four years of industry experience. She previously worked at Evergreen Gavekal and Hall Capital Partners, LLC. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm offers comprehensive investment advisory services combining individualized advice, centrally developed model portfolios, and oversight by an Investment Office and Committee.

Graham Gerlach is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Robertson Stephens. His prior roles include positions at The Leaders Group, Inc., Ratio Wealth Group LLC, MML Investor Services LLC, and MassMutual Life Insurance Company. He is also an independent licensed insurance agent with Ratio Wealth Group LLC. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets.

Frank Corrado is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Robertson Stephens Wealth Management since 2019. Prior to this, he worked at Blue Blaze Financial Advisors, LLC from 2014 to 2019. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of the end of 2024.

Matthew Lau is a CFP® with 10 years of industry experience, currently serving as an advisor at Robertson Stephens Wealth Management. His prior roles include positions at Fortune Financial Services and LFS Asset Management. Outside of his advisory work, he volunteers as a financial literacy presenter with Financial Aptitude Training, a nonprofit organization. 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 Committee, managing over $7 billion in client assets.

Jeanette Reinhard is a financial advisor at Robertson Stephens with 21 years of industry experience. She holds a Series 66 designation and has been with various Robertson Stephens entities since 2014. Outside of her advisory role, she serves as Chairman of the Investment Committee and Treasurer of The Phi Beta Kappa Society, a nonprofit organization overseeing its endowment assets. 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, managing over $7 billion in client assets as of December 31, 2024.

James Tierney Jr. is a financial advisor at Robertson Stephens Wealth Management with 41 years of industry experience. He has been with Robertson Stephens since 2013, including his current role at Robertson Stephens Wealth Management since 2018. He holds Series 63 and Series 65 licenses. Robertson Stephens Wealth Management provides advisory services to individual clients, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight from an Investment Office and Committee, managing over $7 billion in client assets as of December 31, 2024.

Brian Post is a CFA® charterholder with 17 years of industry experience, currently serving as a Managing Director and Investment Adviser Representative at Robertson Stephens Wealth Management. His prior experience includes roles at RBC Capital Markets and Robertson Stephens Capital Markets. He serves as a volunteer director and tutor for The Learning Lab, a nonprofit organization promoting literacy for local children and adults. 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, offering a range of services including portfolio management, financial planning, and access to public and private funds.