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Julie Steinman
Managing Director at Robertson Stephens
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Work Experience
May 2019 - Present · 5 years and 8 months
Managing Director
Jan 2024 - Present · 1 years
Sr. Vice President
Jan 2022 - Jan 2024 · 2 years
Vice President
May 2019 - Jan 2022 · 2 years and 8 months
Company Details
51-200 Employees
Robertson Stephens is a wealth management firm striving to provide comprehensive and innovative investment strategies and wealth solutions to our clients through an intelligent digital platform. We uphold the fiduciary standard, always putting our clients' best interest before our own. Our foundation is built on a partnership philosophy, where we are dedicated to generating long-term value for our clients, team and community. We believe in a broad and deep perspective of wealth that includes legacy, family, relationships and ultimately your well-being. Our vision is a better future for you, where you can enjoy your wealth now, and for years to come. For more information, please visit www.rscapital.com. Investment advisory services offered through Robertson Stephens Wealth Management, LLC, an SEC-registered investment advisor.
Year Founded
2018
Social Media
Linkedin
Industry
Financial Services
HQ Location
455 Market St San Francisco, California 94105-2444, US
Keywords
wealth managementinvestmentsfinancial planningfinancial servicesfamily officelternative investments
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