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- Zack Perry, CFA® - Robertson Stephens Wealth Management, LLC
Zack is a Managing Director at Robertson Stephens in Marin, specializing in wealth management, investment management, and financial planning for individuals, families, and business owners. With over 20 years of investment experience, Zack brings deep expertise in portfolio management, asset allocation, and long-term wealth strategy. Prior to Robertson Stephens, he was Co-CIO and Partner at Vine Street Wealth Management and previously managed a successful small cap strategy at Franklin Templeton, growing assets from $10 million to over $1 billion. As a CFA charterholder, Zack delivers disciplined, fiduciary-driven investment guidance tailored to each client's goals. rscapital.com/team/zack-perry-cfa/ - Robertson Stephens Wealth Management, LLC - New York
Robertson Stephens is an independent fiduciary wealth management firm serving individuals, families, executives, entrepreneurs, and business owners throughout New York City and beyond. Our experienced advisors provide personalized financial planning, investment management, retirement planning, estate planning, tax planning, and family office services designed to help clients build, preserve, and transfer wealth with confidence. Combining institutional-quality investment expertise with a collaborative, client-first approach, we deliver customized strategies aligned with each client's long-term financial goals. rscapital.com/ - Keith Larkin - Robertson Stephens Wealth Management, LLC
Keith Larkin provides personalized wealth management and comprehensive financial planning for high-net-worth individuals, families, executives, entrepreneurs, and business owners. Keith delivers fiduciary investment management, retirement planning, estate planning, tax-aware wealth strategies, and access to institutional-quality public and private investment opportunities. He takes a collaborative approach, working closely with clients and their trusted attorneys, accountants, and estate planning professionals to create customized strategies designed for long-term financial success. rscapital.com/office/san-francisco-larkin/ - Robertson Stephens Wealth Management, LLC
Robertson Stephens is an independent fiduciary wealth management firm headquartered in San Francisco, providing comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, and family office services. We serve individuals, families, executives, entrepreneurs, and business owners with personalized wealth strategies designed to preserve and grow wealth across generations. Building on a legacy rooted in innovation, our experienced advisors combine institutional-quality investment solutions with a collaborative, client-first approach to help clients pursue their long-term financial goals. rscapital.com