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Robertson Stephens Expands Footprint In Mountain States
Editorial Staff
7 November 2023
Robertson Stephens Wealth Management has opened a new office in Jackson, Wyoming, adding to its presence in this region of the US. in October, the firm, which operates across the US, expanded its presence in San Francisco's Bay Area, and has made expansion moves in California and Boston.
Tom Bruno is joining as managing director and principal, specializing in comprehensive wealth management – including investment management, wealth planning and philanthropic strategies.
With 20 years of experience in the financial services industry, Bruno works with high net worth clients. Prior to Robertson Stephens, Bruno was a wealth advisor at Wells Fargo's Private Bank in Jackson and, before that, he worked in the investment research space at FactSet where he ran their west coast region from San Francisco. He earned a bachelor of arts degree in finance from the University of Iowa.