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California-Based Advisory Firm Makes Raft Of Senior Hires From Wells Fargo

Eliane Chavagnon

7 April 2014

California-based Robertson Stephens Advisors, the independent, privately-owned firm, has made four senior hires from Wells Fargo Private Bank.

Michael Zaninovich has been named as managing director and chief investment officer, while Mary Sycamore joins as managing director and director of fixed income.

Zaninovich has over 20 years of experience in the investment management industry, having previously been a senior vice president and senior investment strategist at Wells Fargo Private Bank. In that role, he managed and structured multi-asset class portfolios for ultra high net worth clients. In his new role, he also will lead the Robertson Stephens Investment Committee.

Sycamore also has over 20 years of experience in the investment industry and specializes in managing fixed income portfolios for high net worth and institutional clients. She too will be a member of the Robertson Stephens Investment Committee and is also latterly of Wells Fargo Private Bank.

In other news, Robert Stephens has brought in Jeanette Garretty and Daniel Rozansky as managing director and chief economist, and managing director and director of financial planning, respectively.

Garretty and Rozansky will advise HNW individuals and their families, while also sitting on the firm’s management and investment committees.

Garretty, who has over 25 years of experience in wealth management, was previously a wealth advisor at Wells Fargo Private Bank, having formerly been chief domestic economist at Bank of America. 

Rozansky has been working with high net worth individuals and their families for more than 20 years as a practicing trust and estate attorney, and as a wealth Advisor at Wells Fargo Private Bank, Arthur Andersen and myCFO. He and Garretty previously worked together at Wells Fargo, working with Silicon Valley entrepreneurs