Robertson Stephens Asset Management is a private and independent wealth management RIA, launched in mid-2013. Once one of the most well reputed boutique wealth management firms in the world, sold to Bank of America in 1997, “Robbie Stephens” has been rebuilt by the original management team headed by Joseph Piazza. Piazza’s goal is to recreate the culture of a closely-held boutique serving clients in the $10 million to $100 million range.
via The New, New Independence | Client Relations content from WealthManagement.com.