Le Lézard
Classified in: Business
Subject: CON

Robertson Stephens Unveils New Era with Long Arc Capital


SAN FRANCISCO, Dec. 17, 2018 /PRNewswire/ -- Robertson Stephens, a wealth management firm with offices in San Francisco and New York, today announced its official launch with sponsorship from private equity firm Long Arc Capital.  In this new era, the firm's mission is to redefine wealth management for high net worth clients by being a fiduciary that leads with its investment strategy and provides comprehensive services via its intelligent digital offering.

As part of the launch, Robertson Stephens has assembled an accomplished management team to execute on its strategic vision led by CEO and Chief Investment Officer Stuart Katz, former President of the Heyman Enterprise, a multi asset class single family office and previously a Managing Director at Goldman Sachs & Co.'s Principal Investment Area where he was Co-Head of Financial Institutions focused on private equity and credit investing.  The other team members are:

Several members of the management team invested in the business alongside Long Arc Capital earlier in 2018. 

In an effort to attract and retain industry-best talent and align incentives, Robertson Stephens has structured the business whereby management and advisors will have an equity interest in the company. The wealth management team is led by Jeanette Garretty, Danny Rozansky, Michael Tierney, and Michael Zaninovich, who have an average experience of over 25 years in the financial services industry.

"The wealth managers, management and Long Arc have a shared commitment for the long-term success of this firm and its clients," said Robertson Stephens CEO and CIO Stuart Katz.  "Long Arc's insight, guidance and support allows us to continue managing our business while executing on our strategic vision, which includes our four pillars for client success.  As we reinvent wealth together, we're cognizant that wealth is more than just financial assets. It includes legacy, family, relationships, reputation, and ultimately well-being. In sum, we support clients and advisors to achieve their goals with confidence and ease."

Robertson Stephens is aiming to transform wealth management for high-net worth clients with its four-pillar offering, which both clients and advisors alike seek, but few firms provide:

"The wealth management industry will undergo significant changes due to evolving demographic trends, customer expectations, and technology advancements," said Gaurav Bhandari, Managing Partner of Long Arc Capital.  "The team at Robertson Stephens has created a wealth management offering with an excellent value proposition for both clients and advisors in the marketplace."

About Robertson Stephens

Robertson Stephens is an independent SEC-registered investment advisor with offices in San Francisco and New York that provides wealth management solutions for high net worth individuals and family offices nationwide. Robertson Stephens is committed to conflict free advice, strong investment outcomes, sophisticated digital solutions and high-quality client services. For more information please visit: https://rscapital.com.

About Long Arc Capital

Long Arc Capital LP ("Long Arc") is a private equity firm based in New York dedicated to building and scaling breakthrough businesses. Founded in 2016, Long Arc has six Principals with significant investing and operating experience. The firm has a philosophy of "active ownership" and works with entrepreneurs and management teams to build successful businesses.

Disclosures

Investment advisory services offered through Robertson Stephens Wealth Management, LLC, ("RSWM").  RSWM is a wholly-owned subsidiary of Robertson Stephens Holdings, LLC and is an affiliate of Long Arc Capital LP.  Additional disclosure information may be found on the firm's Form ADV which is available at https://www.adviserinfo.sec.gov.  This material is intended for informational purposes only and does not constitute an offer to buy or sell any securities.

SOURCE Robertson Stephens


These press releases may also interest you

at 19:30
Robex Resources Inc. ("Robex" or the "Company") announces today that its Board of Directors has approved the implementation of the consolidation of the issued and outstanding common shares of the Company approved by its shareholders on June 29,...

at 19:15
Extra Space Storage Inc. (the "Company") announced today it will release financial results for the three months ended March 31, 2024 on Tuesday, April 30, 2024 after the market closes. The Company will host a conference call at 1:00 p.m. Eastern...

at 19:00
Quhuo Limited ("Quhuo," the "Company," "we" or "our"), a leading gig economy platform focusing on life services in China, today announced that it will report unaudited financial results for the second half and full year 2023 before the open of the...

at 18:56
Nutex Health Inc. ("Nutex Health" or the "Company") (NASDAQ:...

at 18:45
Lophos Holdings Inc. ("Lophos" or the "Company") is pleased to announce all matters presented for approval at the annual general meeting of the shareholders of the Company held earlier today March 28, 2024 (the "Meeting") have been approved. A total...

at 18:45
Pomerantz LLP is investigating claims on behalf of investors of Li Auto Inc. ("Li Auto" or the "Company") . Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980....



News published on and distributed by: