Growing via an organic route, and through acquisitions, the firm now has 23 locations across the US. It has recently explained its strategy to this publication.

Robertson Stephens Wealth Management, an RIA with more than $6.5 billion in assets under management, has named Mike Barnes as head of operations. 

Barnes has nearly 20 years’ leadership experience in the financial services business. He was formally at Ellevest as the head of financial operations, supporting $2 billion in client assets for digital and private wealth management platforms.

Barnes will be responsible for overseeing all operational aspects of the firm, including client onboarding, account management, and transaction processing. 

“In this role, Mike will coordinate closely with our wealth managers, investment office, compliance, finance, technology, and other teams to drive operational excellence,” Vikram Chugh, chief operating officer at Robertson Stephens, said. 

This news service recently interviewed CEO Raj Bhattacharyya about the firm’s wealth management business model and philosophy. 

Robertson Stephens employs more than 100 staff across 23 locations, such as in California, Colorado, Florida, Idaho, Oregon, Texas, Washington, Wyoming, New York and New Jersey.