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Robertson Stephens

12 articles

Articles tagged "Robertson Stephens"

Lisa Salvi: Firms can ensure they have a compelling compensation strategy.

Feb 4, 2022

Oisin's Bits: RIAs are slow to raise wages to reflect revenue and inflation • Robertson Stephens doubles AUM, making three a charm • SEC finally explains Bitcoin ETF application failures • Tenev, Bhatt get billion dollar haircuts in Robinhood stock slump

Schwab report shows RIAs hire at bargain rates but maybe not for long • 'Robertson Stephens' third go-round, second as RIA, gains steam • SEC reveals spot BTC concern--fraud • Robinhood founders lose $3.4 billion, $3.9 billion in stock slump

Stuart Katz: The opportunity that lies ahead for Robertson Stephens is enormous, and the ability to lead the company into this next chapter is humbling and incredibly exciting.

Jan 18, 2019

Robertson Stephens 3.0 gets going--amid scathing skepticism--but new CEO Stuart Katz means for three to be the charm for storied brand's reinvention as wealth manager

One of Silicon Valley's 'Four Horsemen' of Tech IPOs has another Goldman Sachs alum rolling the dice who is ready to say he can reinvent wealth management for the ultra-wealthy

Ren Riley: There's a transaction happening and we're not dead.

Aug 23, 2017

Robertson Stephens seeks revival under new CEO after departures that included the old one

Founder Joe Piazza is still a director and his new chief, Ren Riley, says a pending deal means the San Francisco-based RIA is 'not dead' yet

Seth Waugh is neither a real Alex. Brown guy nor somebody who has walked in a broker's shoes, but his Wall Street bona fides are platinum grade.

Apr 27, 2016

As Raymond James seeks to wire its Alex. Brown upbranding deal, it hires past Deutsche CEO Seth Waugh with bona fides and baggage

In adding execuive chair, Raymond James is looking to complete the orchid botanist's task of providing just the right Wall Street water and Baltimore sunlight

Susan Reese: I liked the model of the [Joe Piazza] has. It has transparency that's not associated with a large bank.

Dec 8, 2015

Why a $2 billion advisor bolted Goldman Sachs' $26 billion, Albany-based RIA and subtracted 12,000 commuting miles

After sandwiching a 20-year hiatus between GE and Goldman, Susan Reese continues her brilliant career at Joe Piazza's RIA startup in a quest for open architecture and closely held ownership

Paul Reilly: Deutsche Bank is to continue providing the Alex. Brown advisors continued access to syndicates from Deutsche Bank's equity research and a high array of high-net-worth services for many years.

Dec 4, 2015

What to make of Raymond James putting 'Alex. Brown' back into business and what to make of the $420 million it's spending to make it happen

Raymond James could get the hallowed brand and 200 advisors with $50 billion in advised assets for a nominal price but it'll also be pumping Deutsche products through the AB unit

Joe Piazza: Many advisors will not wait around for the deal to close.

Oct 21, 2015

Credit Suisse punts its private banking business to Wells Fargo

The take-my-brokers-please deal has skeptics but shows forethought, too

Steve Prostano says he will hire a big team as a first order of business.

Jul 22, 2015

BNP Paribas -- dominator of the UHNW market in France -- taps ex-Silver Bridge chief for ultrahigh-net-worth assault on US

Through its Bank of the West subsidiary, Paribas is hiring Prostano to gun for San Francisco rival First Republic -- but questions about the state in which he left Silver Bridge remain

Joe Lonsdale: Wealth management is designed for the 1950s, not this century.

Aug 8, 2014

Takeaways from a New York Times article about Addepar

The Mountain View, Calif. start-up kept it close to the vest but revealed who they believe uses big data to good effect

Joe Piazza: I prefer to let my actions and the success of our firm speak to the doubters.

Apr 30, 2014

Swatting aside 'doubters,' Joe Piazza uses an improbable hook to nab Wells Fargo private bankers -- pent-up Addepar lust

Robertson Stephens chief learns it's easier to court advisors winning Silicon Valley wealth using Made-in-Mountain-View software

Joe Piazza: I won't allow any other firm to own us. We don't need anybody's money.

Dec 3, 2013

As Joe Piazza's 'Robertson Stephens' venture gears up for '$40 billion,' he adds Mercer, Addepar, Fidelity and Schwab and subtracts Fortigent

The ex-Goldman Sachs executive draws blood with poaching of rival Presidio Group's Mike Tierney, but his quest for a quick $1-billion of AUM will soon be tested

Joe Piazza: I have always felt that I was "interrupted" 10 years ago.

Mar 12, 2013

With big LPL backing, the Robertson Stephens brand revives to roll up advisors to the suddenly wealthy

Joe Piazza is taking the once-premium San Francisco investment banking brand and combining with Fortigent to lure brokers to a hybrid platform

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Robertson Stephens

Articles tagged "Robertson Stephens"

Oisin's Bits: RIAs are slow to raise wages to reflect revenue and inflation • Robertson Stephens doubles AUM, making three a charm • SEC finally explains Bitcoin ETF application failures • Tenev, Bhatt get billion dollar haircuts in Robinhood stock slump

Robertson Stephens 3.0 gets going--amid scathing skepticism--but new CEO Stuart Katz means for three to be the charm for storied brand's reinvention as wealth manager

Robertson Stephens seeks revival under new CEO after departures that included the old one

As Raymond James seeks to wire its Alex. Brown upbranding deal, it hires past Deutsche CEO Seth Waugh with bona fides and baggage

Why a $2 billion advisor bolted Goldman Sachs' $26 billion, Albany-based RIA and subtracted 12,000 commuting miles

What to make of Raymond James putting 'Alex. Brown' back into business and what to make of the $420 million it's spending to make it happen

Credit Suisse punts its private banking business to Wells Fargo

BNP Paribas -- dominator of the UHNW market in France -- taps ex-Silver Bridge chief for ultrahigh-net-worth assault on US

Takeaways from a New York Times article about Addepar

Swatting aside 'doubters,' Joe Piazza uses an improbable hook to nab Wells Fargo private bankers -- pent-up Addepar lust

As Joe Piazza's 'Robertson Stephens' venture gears up for '$40 billion,' he adds Mercer, Addepar, Fidelity and Schwab and subtracts Fortigent

With big LPL backing, the Robertson Stephens brand revives to roll up advisors to the suddenly wealthy

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