Robertson Stephens, Inc.
Industry: Investment company
DescriptionRobertson Stephens is a San Francisco-based wealth management firm. Robertson Stephens was a San Francisco-based boutique investment bank that focused primarily on technology companies. Founded: 1971 Headquarters: San Francisco, CA Founders: Sanford Robertson, Robert Coleman, Ken Siebel
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Robertson Stephens, Inc. Employees
Employee
Years
Job
Industry
Will Knuff Will Knuff's Robertson Stephens, Inc. Experience 1998 - 2001
Job Managing General Partner at Event Capital Partners LLC
Industry Investment Management
Experience
Event Capital Partners LLC January 2011 - Present
Tano Capital, LLC December 2005 - August 2009
Sutter Holding Company March 2003 - December 2005
Sutter Capital Management August 2001 - March 2005
Robertson Stephens, Inc. 1998 - 2001
Allen & Company, Incorporated 1997 - 1997
Skills
Private Equity
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1987 — 1990
BS, Finance
Groton School 1981 — 1985
Event Capital Partners LLC January 2011 - Present
Tano Capital, LLC December 2005 - August 2009
Sutter Holding Company March 2003 - December 2005
Sutter Capital Management August 2001 - March 2005
Robertson Stephens, Inc. 1998 - 2001
Allen & Company, Incorporated 1997 - 1997
Skills
Private Equity
Education
Cornell University - S.C. Johnson Graduate School of Management 1996 — 1998
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1987 — 1990
BS, Finance
Groton School 1981 — 1985
Molly Lindquist Molly Lindquist's Robertson Stephens, Inc. Experience 2000 - 2002
Job Founder & CEO at Consano
Industry Nonprofit Organization Management
Experience
Consano August 2012 - Present
Gap Inc. April 2004 - November 2006
Cost Plus World Market 2002 - 2004
Robertson Stephens, Inc. 2000 - 2002
Skills
Business Strategy, Strategic Partnerships, Competitive Analysis, Product Management, E-commerce, Social Media, Marketing Strategy, Social Networking, Strategic Planning, Entrepreneurship, Market Research, Leadership, Nonprofits, Retail, Start-ups, Project Planning, Management
Education
Stanford University 1996 — 2000
BA, Economics
Parkrose High School
Consano August 2012 - Present
Gap Inc. April 2004 - November 2006
Cost Plus World Market 2002 - 2004
Robertson Stephens, Inc. 2000 - 2002
Skills
Business Strategy, Strategic Partnerships, Competitive Analysis, Product Management, E-commerce, Social Media, Marketing Strategy, Social Networking, Strategic Planning, Entrepreneurship, Market Research, Leadership, Nonprofits, Retail, Start-ups, Project Planning, Management
Education
Stanford University 1996 — 2000
BA, Economics
Parkrose High School
Josh Weaver Josh Weaver's Robertson Stephens, Inc. Experience May 1999 - November 2001
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual April 2015 - Present
Alamo Capital May 2014 - January 2015
JMP Securities January 2002 - October 2013
Robertson Stephens, Inc. May 1999 - November 2001
Bocklet & Co., LLC, NYSE Specialist Firm July 1996 - April 1999
Skills
Series 7, Series 63, series 55, Series 24, Equity Trading, FINRA, Hedge Funds, Equities, Equity Research, Trading, Securities, Electronic Trading, Bloomberg, Alternative Investments, Fixed Income, Capital Markets, Investments
Education
UC Berkeley 1992 — 1996
BA, Economics
Northwestern Mutual April 2015 - Present
Alamo Capital May 2014 - January 2015
JMP Securities January 2002 - October 2013
Robertson Stephens, Inc. May 1999 - November 2001
Bocklet & Co., LLC, NYSE Specialist Firm July 1996 - April 1999
Skills
Series 7, Series 63, series 55, Series 24, Equity Trading, FINRA, Hedge Funds, Equities, Equity Research, Trading, Securities, Electronic Trading, Bloomberg, Alternative Investments, Fixed Income, Capital Markets, Investments
Education
UC Berkeley 1992 — 1996
BA, Economics
Jennifer Ricards Jennifer Ricards's Robertson Stephens, Inc. Experience January 2001 - October 2002
Job Senior Paralegal, Supervisor at Deckers Outdoor Corporation
Industry Legal Services
Experience
Deckers Outdoor Corporation July 2008 - Present
Deckers Outdoor Corporation January 2008 - July 2008
Global Brand Marketing Inc. October 2003 - November 2007
Self Employed January 2003 - September 2003
Robertson Stephens Inc. January 2001 - October 2002
Mentor Corporation July 1997 - January 2001
Skills
Licensing, Intellectual Property, Corporate Governance, Litigation, Legal Research, Contract Negotiation, Outlook, Mergers & Acquisitions, Trademarks, Microsoft Office, Microsoft Excel, Editing, Management, Employment Law, Corporate Law, PowerPoint, Legal Writing, Team Leadership, Social Media, Trademark Infringement, Litigation Management, Joint Ventures, Copyright Law
Education
University of California, Santa Barbara
Bachelor's Degree, Law & Society
University of California, San Diego 1997 — 1997
Paralegal Certificate, ABA Approved Program
Deckers Outdoor Corporation July 2008 - Present
Deckers Outdoor Corporation January 2008 - July 2008
Global Brand Marketing Inc. October 2003 - November 2007
Self Employed January 2003 - September 2003
Robertson Stephens Inc. January 2001 - October 2002
Mentor Corporation July 1997 - January 2001
Skills
Licensing, Intellectual Property, Corporate Governance, Litigation, Legal Research, Contract Negotiation, Outlook, Mergers & Acquisitions, Trademarks, Microsoft Office, Microsoft Excel, Editing, Management, Employment Law, Corporate Law, PowerPoint, Legal Writing, Team Leadership, Social Media, Trademark Infringement, Litigation Management, Joint Ventures, Copyright Law
Education
University of California, Santa Barbara
Bachelor's Degree, Law & Society
University of California, San Diego 1997 — 1997
Paralegal Certificate, ABA Approved Program
Bobby Zrike Bobby Zrike's Robertson Stephens, Inc. Experience April 2002 - October 2002
Job Senior Advisor at Global Strategic Associates
Industry Financial Services
Experience
Global Strategic Associates January 2014 - January 2015
Global Strategic Associates October 2010 - January 2014
J.P. Morgan Private Bank January 2007 - December 2009
The Citigroup Private Bank July 2004 - December 2005
Robertson Stephens Inc. April 2002 - October 2002
Trade.com Global Markets, Inc September 2000 - April 2001
Goldman, Sachs & Co. August 1988 - September 2000
Morgan Stanley August 1984 - July 1986
Skills
Due Diligence, Strategy, Mergers & Acquisitions, Private Equity, Start-ups, Hedge Funds, Competitive Analysis, Fixed Income, Venture Capital, Negotiation, Equities, Marketing Strategy, Public Speaking, Budgets, Securities, Entrepreneurship, Strategic Planning, Business Strategy, New Business Development, Wealth Management, Private Banking
Education
Harvard Business School
MBA
Dartmouth College
AB, History
Brunswick School
High School Diploma
Global Strategic Associates January 2014 - January 2015
Global Strategic Associates October 2010 - January 2014
J.P. Morgan Private Bank January 2007 - December 2009
The Citigroup Private Bank July 2004 - December 2005
Robertson Stephens Inc. April 2002 - October 2002
Trade.com Global Markets, Inc September 2000 - April 2001
Goldman, Sachs & Co. August 1988 - September 2000
Morgan Stanley August 1984 - July 1986
Skills
Due Diligence, Strategy, Mergers & Acquisitions, Private Equity, Start-ups, Hedge Funds, Competitive Analysis, Fixed Income, Venture Capital, Negotiation, Equities, Marketing Strategy, Public Speaking, Budgets, Securities, Entrepreneurship, Strategic Planning, Business Strategy, New Business Development, Wealth Management, Private Banking
Education
Harvard Business School
MBA
Dartmouth College
AB, History
Brunswick School
High School Diploma
Michael Kozak Michael Kozak's Robertson Stephens, Inc. Experience April 2000 - August 2002
Job Senior Vice President Market Manager, Middle Market Group
Industry Banking
Experience
Fifth Third Bank January 2014 - Present
Fifth Third Bank August 2006 - December 2013
Merrill Lynch Business Financial Services, Inc. August 2002 - August 2006
Robertson Stephens, Inc. April 2000 - August 2002
Merrill Lynch Business Financial Services, Inc. January 1996 - April 2000
American National Bank June 1994 - December 1995
Skills
Middle Market, Small Business Lending, Commercial Banking, Portfolio Management, Commercial Lending, Credit Analysis, Credit, Loans, Finance, Banking, Treasury Management
Education
Ohio University 1988 — 1992
BBA
Fifth Third Bank January 2014 - Present
Fifth Third Bank August 2006 - December 2013
Merrill Lynch Business Financial Services, Inc. August 2002 - August 2006
Robertson Stephens, Inc. April 2000 - August 2002
Merrill Lynch Business Financial Services, Inc. January 1996 - April 2000
American National Bank June 1994 - December 1995
Skills
Middle Market, Small Business Lending, Commercial Banking, Portfolio Management, Commercial Lending, Credit Analysis, Credit, Loans, Finance, Banking, Treasury Management
Education
Ohio University 1988 — 1992
BBA
Isaac C. Liu's Robertson Stephens, Inc. Experience September 1999 - May 2001
Job Helping our highgrowth customers achieve success through their investment in the Intacct cloudbased accounting system.
Industry Computer Software
Experience
Intacct Corporation July 2013 - Present
Intacct Corporation June 2011 - June 2013
H & N Foods International October 2009 - June 2011
Gap Inc. January 2008 - November 2008
Bank of America May 2006 - January 2008
Bank of America NA September 2001 - May 2006
Robertson Stephens, Inc. September 1999 - May 2001
Far East National Bank June 1998 - September 1999
Discopy Labs May 1996 - August 1996
Skills
Sales Development, Salesforce.com, Direct Sales, Cloud Computing, SaaS, Prospecting, Cold Calling, Oracle Discoverer, Oracle Applications, Reuters, Category Management, Bloomberg Terminal, Purchasing Negotiations, Commercial Banking, Credit Analysis, Funds Transfer Pricing, Loan Structuring, Competitive Analysis, Essbase, SQL, Teradata, Deposits, Labor Planning, FP&A, Sales Management, Barry Rhein "Selling..., Management, Financial Reporting, Sales Process, Start-ups, Forecasting, Enterprise Software, Business Intelligence, Vendor Management, Leadership, Product Management
Education
Baylor University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Financial Services and Planning
Intacct Corporation July 2013 - Present
Intacct Corporation June 2011 - June 2013
H & N Foods International October 2009 - June 2011
Gap Inc. January 2008 - November 2008
Bank of America May 2006 - January 2008
Bank of America NA September 2001 - May 2006
Robertson Stephens, Inc. September 1999 - May 2001
Far East National Bank June 1998 - September 1999
Discopy Labs May 1996 - August 1996
Skills
Sales Development, Salesforce.com, Direct Sales, Cloud Computing, SaaS, Prospecting, Cold Calling, Oracle Discoverer, Oracle Applications, Reuters, Category Management, Bloomberg Terminal, Purchasing Negotiations, Commercial Banking, Credit Analysis, Funds Transfer Pricing, Loan Structuring, Competitive Analysis, Essbase, SQL, Teradata, Deposits, Labor Planning, FP&A, Sales Management, Barry Rhein "Selling..., Management, Financial Reporting, Sales Process, Start-ups, Forecasting, Enterprise Software, Business Intelligence, Vendor Management, Leadership, Product Management
Education
Baylor University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Financial Services and Planning
Cornell Toney Cornell Toney's Robertson Stephens, Inc. Experience January 1999 - January 2001
Job Senior Vice President at Blaylock Robert Van, LLC
Industry Financial Services
Experience
Blaylock Beal Van, LLC May 2012 - Present
JMP Securities April 2001 - 2012
Robertson Stephens Inc January 1999 - January 2001
Salomon Brothers Inc 1995 - 1999
Salomon Brothers Inc 1994 - 1995
Skills
Fixed Income, Trading, Equities, Investments, Securities, Series 7, Bloomberg, Investment Banking, Series 63, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Equity Trading, Electronic Trading, Equity Research, Portfolio Management, Market Data, Bonds, Valuation, Economics
Education
Howard University 1989 — 1994
Bachelor of Science (B.S.), Electrical Engineering
Blaylock Beal Van, LLC May 2012 - Present
JMP Securities April 2001 - 2012
Robertson Stephens Inc January 1999 - January 2001
Salomon Brothers Inc 1995 - 1999
Salomon Brothers Inc 1994 - 1995
Skills
Fixed Income, Trading, Equities, Investments, Securities, Series 7, Bloomberg, Investment Banking, Series 63, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Equity Trading, Electronic Trading, Equity Research, Portfolio Management, Market Data, Bonds, Valuation, Economics
Education
Howard University 1989 — 1994
Bachelor of Science (B.S.), Electrical Engineering
Carl Barkow Carl Barkow's Robertson Stephens, Inc. Experience 2000 - 2002
Job Senior Vice President, Structure Finance at Zions Bancorporation
Industry Capital Markets
Experience
Zions Bancorporation December 2014 - Present
Comerica Bank August 2014 - Present
Comerica Bank January 2012 - September 2014
BMO Capital Markets February 2004 - February 2012
Borel Private Bank & Trust Company 2002 - 2004
Robertson Stephens, Inc. 2000 - 2002
America True August 1997 - February 2000
Skills
Mergers, Mezzanine, Venture Debt, Middle Market, Recapitalizations, Venture Capital, LBO, Leveraged Finance, Valuation, Portfolio Management, Financial Modeling, Investment Banking, Private Equity
Education
University of Denver 1992 — 1996
BSBA, Finance
University of Denver - Daniels College of Business 1992 — 1996
Bachelor of Science (BS), Finance, General
Zions Bancorporation December 2014 - Present
Comerica Bank August 2014 - Present
Comerica Bank January 2012 - September 2014
BMO Capital Markets February 2004 - February 2012
Borel Private Bank & Trust Company 2002 - 2004
Robertson Stephens, Inc. 2000 - 2002
America True August 1997 - February 2000
Skills
Mergers, Mezzanine, Venture Debt, Middle Market, Recapitalizations, Venture Capital, LBO, Leveraged Finance, Valuation, Portfolio Management, Financial Modeling, Investment Banking, Private Equity
Education
University of Denver 1992 — 1996
BSBA, Finance
University of Denver - Daniels College of Business 1992 — 1996
Bachelor of Science (BS), Finance, General
Todd Eichelberger Todd Eichelberger's Robertson Stephens, Inc. Experience 1999 - 2001
Job Adidas Sales Director
Industry Sports
Experience
adidas group May 2013 - Present
Global Sports Enterprise, LLC March 2012 - May 2013
Warrior Sports (subsidiary of New Balance) 2009 - 2012
Warrior Sports (subsidiary of New Balance) 2007 - 2009
Warrior Sports (subsidiary of New Balance) 2001 - 2007
Major League Lacrosse 2001 - 2005
Robertson Stephens Inc. 1999 - 2001
Westpac Institutional Bank 1997 - 1998
Skills
Sales Management, Sports Marketing, Strategic Consulting, Strategic Planning, Manufacturing, Sporting Goods Industry, National Accounts, Budgets, Merchandising, Footwear, Apparel, Lacrosse, Action Sports, PowerPoint, Microsoft Excel, Ice Hockey, Organizational...
Education
Princeton University 1993 — 1997
BS, Psychology
Landon School 1989 — 1993
High School
adidas group May 2013 - Present
Global Sports Enterprise, LLC March 2012 - May 2013
Warrior Sports (subsidiary of New Balance) 2009 - 2012
Warrior Sports (subsidiary of New Balance) 2007 - 2009
Warrior Sports (subsidiary of New Balance) 2001 - 2007
Major League Lacrosse 2001 - 2005
Robertson Stephens Inc. 1999 - 2001
Westpac Institutional Bank 1997 - 1998
Skills
Sales Management, Sports Marketing, Strategic Consulting, Strategic Planning, Manufacturing, Sporting Goods Industry, National Accounts, Budgets, Merchandising, Footwear, Apparel, Lacrosse, Action Sports, PowerPoint, Microsoft Excel, Ice Hockey, Organizational...
Education
Princeton University 1993 — 1997
BS, Psychology
Landon School 1989 — 1993
High School
Bruce Keeling's Robertson Stephens, Inc. Experience 2000 - 2002
Job
Industry Entertainment
Experience
Section 101 2009 - Present
Broadpoint Capital 2002 - 2008
Robertson Stephens, Inc. 2000 - 2002
PaineWebber Incorporated 1998 - 2000
Ernst & Young 1990 - 1996
Education
Harvard Business School 1996 — 1998
MBA
University of Southern California 1989 — 1990
MACC
University of Southern California 1985 — 1989
B.S.
Alta Loma High School 1981 — 1985
Section 101 2009 - Present
Broadpoint Capital 2002 - 2008
Robertson Stephens, Inc. 2000 - 2002
PaineWebber Incorporated 1998 - 2000
Ernst & Young 1990 - 1996
Education
Harvard Business School 1996 — 1998
MBA
University of Southern California 1989 — 1990
MACC
University of Southern California 1985 — 1989
B.S.
Alta Loma High School 1981 — 1985
Perry Sass Perry Sass's Robertson Stephens, Inc. Experience December 2000 - September 2002
Job Senior Editorial Manager at Standard & Poor's
Industry Publishing
Experience
Standard & Poor's 2003 - Present
Robertson Stephens Inc. December 2000 - September 2002
Skills
Content Management, Copy Editing, Content Development, Publishing, Capital Markets, Fixed Income, Marketing Communications, Journalism, Financial Analysis, Financial Modeling, Social Media
Education
University of Michigan 1984 — 1989
B.A., English
Standard & Poor's 2003 - Present
Robertson Stephens Inc. December 2000 - September 2002
Skills
Content Management, Copy Editing, Content Development, Publishing, Capital Markets, Fixed Income, Marketing Communications, Journalism, Financial Analysis, Financial Modeling, Social Media
Education
University of Michigan 1984 — 1989
B.A., English
Rosemarie Mercurio's Robertson Stephens, Inc. Experience 2000 - 2001
Job Head of Special Projects for the CEO
Industry Executive Office
Experience
Ultra Capital November 2012 - Present
SkyBridge Capital January 2012 - September 2012
Social Media Ventures Inc (SMVI) January 2007 - December 2011
Arden Asset Management 2001 - 2006
Robertson Stephens, Inc 2000 - 2001
Wit Capital 1999 - 1999
Alliance Capital Management 1997 - 1999
Quick & Reilly 1993 - 1997
Skills
Relationship Management, Business Development, Marketing, Press Releases, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investments, Series 7, Equities, Fixed Income, Social Media, Investor Relations, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Asset Management, Investment Management, Venture Capital, Investment Banking, Fund Of Funds, Strategy, Securities, Portfolio Management, Financial Services, Funding, Valuation, Emerging Markets, Start-ups, Series 63, Investment Strategies, Investment Advisory, Corporate Development, Philanthropy
Education
UCLA 2010 — 2010
Los Angeles, CA, Investor and Public Relations
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Economics
Hofstra University 1993 — 1997
Bachelor; BBA, Business Administration; Finance
West Islip High School
Ultra Capital November 2012 - Present
SkyBridge Capital January 2012 - September 2012
Social Media Ventures Inc (SMVI) January 2007 - December 2011
Arden Asset Management 2001 - 2006
Robertson Stephens, Inc 2000 - 2001
Wit Capital 1999 - 1999
Alliance Capital Management 1997 - 1999
Quick & Reilly 1993 - 1997
Skills
Relationship Management, Business Development, Marketing, Press Releases, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investments, Series 7, Equities, Fixed Income, Social Media, Investor Relations, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Asset Management, Investment Management, Venture Capital, Investment Banking, Fund Of Funds, Strategy, Securities, Portfolio Management, Financial Services, Funding, Valuation, Emerging Markets, Start-ups, Series 63, Investment Strategies, Investment Advisory, Corporate Development, Philanthropy
Education
UCLA 2010 — 2010
Los Angeles, CA, Investor and Public Relations
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Economics
Hofstra University 1993 — 1997
Bachelor; BBA, Business Administration; Finance
West Islip High School
Douglas Deihl's Robertson Stephens, Inc. Experience 1999 - 2001
Job Vice President, Private Label Ultrasound Business Leader
Industry Medical Devices
Experience
Analogic July 2015 - Present
Southern District YMCA / Camp Lincoln, Inc. July 2012 - Present
Analogic August 2013 - July 2015
Airport Consultants Council (ACC) November 2012 - July 2014
Analogic October 2010 - August 2013
GE Capital July 2009 - October 2010
General Electric 2007 - 2009
Needham & Company, LLC 2002 - 2005
Robertson Stephens, Inc 1999 - 2001
Skills
International Sales, New Business Development, Marketing Strategy, Strategic Planning, Business Strategy, Product Marketing, Market Analysis, Competitive Analysis, Strategic Partnerships, Due Diligence, Business Development, Strategy, CRM, Management, Leadership, Cross-functional Team..., Marketing, Product Management, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Marketing & Entrepreneurship
Connecticut College 1994 — 1998
BA, Double Major: Economics & Psychology
The Middlesex School
High school
Analogic July 2015 - Present
Southern District YMCA / Camp Lincoln, Inc. July 2012 - Present
Analogic August 2013 - July 2015
Airport Consultants Council (ACC) November 2012 - July 2014
Analogic October 2010 - August 2013
GE Capital July 2009 - October 2010
General Electric 2007 - 2009
Needham & Company, LLC 2002 - 2005
Robertson Stephens, Inc 1999 - 2001
Skills
International Sales, New Business Development, Marketing Strategy, Strategic Planning, Business Strategy, Product Marketing, Market Analysis, Competitive Analysis, Strategic Partnerships, Due Diligence, Business Development, Strategy, CRM, Management, Leadership, Cross-functional Team..., Marketing, Product Management, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Marketing & Entrepreneurship
Connecticut College 1994 — 1998
BA, Double Major: Economics & Psychology
The Middlesex School
High school
Eyal Megged Eyal Megged's Robertson Stephens, Inc. Experience December 2001 - July 2002
Job Digital Media Professional
Industry Online Media
Experience
TriPlay September 2011 - Present
DoubleVerify Ltd. October 2010 - September 2011
Flying Machine May 2005 - October 2010
Amdocs Ltd. August 2002 - July 2003
Robertson Stephens, Inc. December 2001 - July 2002
CIBC Oppenheimer Tel Aviv, Ltd. January 2000 - November 2001
Skills
Strategy, Product Planning, Product Management, Strategic Partnerships, Start-ups, Analytics, Digital Media, Mobile Devices, Online Advertising, Digital Marketing, Product Development, Digital Strategy, Product Marketing, Business Strategy, Venture Capital, Business Development, Competitive Analysis, SaaS, Entrepreneurship, E-commerce, Mobile Applications, Executive Management, Market Research
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance, Strategy
Tel Aviv University 1997 — 2000
BA, Economics, Management
TriPlay September 2011 - Present
DoubleVerify Ltd. October 2010 - September 2011
Flying Machine May 2005 - October 2010
Amdocs Ltd. August 2002 - July 2003
Robertson Stephens, Inc. December 2001 - July 2002
CIBC Oppenheimer Tel Aviv, Ltd. January 2000 - November 2001
Skills
Strategy, Product Planning, Product Management, Strategic Partnerships, Start-ups, Analytics, Digital Media, Mobile Devices, Online Advertising, Digital Marketing, Product Development, Digital Strategy, Product Marketing, Business Strategy, Venture Capital, Business Development, Competitive Analysis, SaaS, Entrepreneurship, E-commerce, Mobile Applications, Executive Management, Market Research
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA, Finance, Strategy
Tel Aviv University 1997 — 2000
BA, Economics, Management
Bill Urda's Robertson Stephens, Inc. Experience May 1999 - November 2001
Job Senior Analyst, Retail at The Boston Consulting Group
Industry Research
Experience
The Boston Consulting Group January 2008 - Present
TechnoServe March 2007 - August 2007
Gap Inc. October 2005 - December 2005
Gap Inc. October 2002 - September 2005
Robertson Stephens, Inc. May 1999 - November 2001
Gap Inc. February 1996 - April 1999
Montgomery Securities August 1993 - January 1996
Education
Middlebury College 1989 — 1993
B.A., Economics, Creative Writing
The Boston Consulting Group January 2008 - Present
TechnoServe March 2007 - August 2007
Gap Inc. October 2005 - December 2005
Gap Inc. October 2002 - September 2005
Robertson Stephens, Inc. May 1999 - November 2001
Gap Inc. February 1996 - April 1999
Montgomery Securities August 1993 - January 1996
Education
Middlebury College 1989 — 1993
B.A., Economics, Creative Writing
Deb Finnegan, CFP®'s Robertson Stephens, Inc. Experience 1999 - 2001
Job
Industry Financial Services
Experience
Northern Trust February 2012 - June 2015
US Trust, Bank of America Private Wealth Management April 2005 - February 2012
Northern Trust 2003 - 2005
AXA Advisors 2002 - 2003
Robertson Stephens, Inc. 1999 - 2001
BankBoston, N.A. 1990 - 1999
Coopers & Lybrand 1985 - 1990
Skills
Wealth Management, Finance, Financial Analysis, Investments, Portfolio Management, Asset Management, Management, Financial Planning, Banking, Alternative Investments, Life Coaching
Education
Bentley University 1981 — 1985
Bachelor of Science in Accountancy and Associate of Science in Management
Northern Trust February 2012 - June 2015
US Trust, Bank of America Private Wealth Management April 2005 - February 2012
Northern Trust 2003 - 2005
AXA Advisors 2002 - 2003
Robertson Stephens, Inc. 1999 - 2001
BankBoston, N.A. 1990 - 1999
Coopers & Lybrand 1985 - 1990
Skills
Wealth Management, Finance, Financial Analysis, Investments, Portfolio Management, Asset Management, Management, Financial Planning, Banking, Alternative Investments, Life Coaching
Education
Bentley University 1981 — 1985
Bachelor of Science in Accountancy and Associate of Science in Management
Ramesh Dhanaraj's Robertson Stephens, Inc. Experience July 2000 - June 2002
Job Private Equity Finance Attorney at Sidley Austin LLP
Industry Investment Management
Experience
Sidley Austin LLP May 2014 - Present
Blank Rome LLP November 2012 - April 2014
UBS Investment Bank April 2012 - November 2012
United States Bankruptcy Court, Southern District of New York June 2010 - December 2010
The Equitium Group August 2006 - July 2008
Global Asset Capital, LLC / Viventures Partners SA February 2004 - May 2006
GESD Capital Partners June 2003 - January 2004
Robertson Stephens, Inc. July 2000 - June 2002
JP Morgan 1998 - 1999
Skills
Valuation, Mergers, Financial Modeling, Investments, Negotiation, Due Diligence, Corporate Finance, Private Equity, Restructuring, Business Planning, Mergers & Acquisitions, Portfolio Management, Investment Banking, Finance, Financial Services
Education
Fordham University School of Law 2009 — 2011
Juris Doctor
The University of Texas at Austin - The Red McCombs School of Business 1996 — 2000
Bachelor of Business Administration, Finance
Clear Lake High School 1992 — 1996
University of North Carolina School of Law
Sidley Austin LLP May 2014 - Present
Blank Rome LLP November 2012 - April 2014
UBS Investment Bank April 2012 - November 2012
United States Bankruptcy Court, Southern District of New York June 2010 - December 2010
The Equitium Group August 2006 - July 2008
Global Asset Capital, LLC / Viventures Partners SA February 2004 - May 2006
GESD Capital Partners June 2003 - January 2004
Robertson Stephens, Inc. July 2000 - June 2002
JP Morgan 1998 - 1999
Skills
Valuation, Mergers, Financial Modeling, Investments, Negotiation, Due Diligence, Corporate Finance, Private Equity, Restructuring, Business Planning, Mergers & Acquisitions, Portfolio Management, Investment Banking, Finance, Financial Services
Education
Fordham University School of Law 2009 — 2011
Juris Doctor
The University of Texas at Austin - The Red McCombs School of Business 1996 — 2000
Bachelor of Business Administration, Finance
Clear Lake High School 1992 — 1996
University of North Carolina School of Law
Keith Stanford's Robertson Stephens, Inc. Experience October 2000 - August 2002
Job at BlackRock Inc.
Industry Financial Services
Experience
BlackRock August 2011 - Present
Barclays Global Investors (BGI) May 2007 - July 2011
Barclays Global Investors (BGI) August 2002 - May 2007
Robertson Stephens, Inc. October 2000 - August 2002
OffRoad Capital Corporation June 1999 - October 2000
MONTGOMERY SECURITIES, LLC 1993 - 1999
Skills
Fixed Income, ETFs, Hedge Funds, Series 7
Education
Iona College
BS, Finance
BlackRock August 2011 - Present
Barclays Global Investors (BGI) May 2007 - July 2011
Barclays Global Investors (BGI) August 2002 - May 2007
Robertson Stephens, Inc. October 2000 - August 2002
OffRoad Capital Corporation June 1999 - October 2000
MONTGOMERY SECURITIES, LLC 1993 - 1999
Skills
Fixed Income, ETFs, Hedge Funds, Series 7
Education
Iona College
BS, Finance
Andrew Flurry's Robertson Stephens, Inc. Experience June 2000 - January 2003
Job Business Solutions Analyst long term contract at TPG
Industry Financial Services
Experience
TPG January 2011 - Present
Emery Howard Advisors June 2008 - October 2010
S&Y Asset Management, Inc May 2004 - June 2008
Robertson Stephens, Inc. June 2000 - January 2003
Advent Software January 1997 - June 2000
Education
Amherst College 1989 — 1994
TPG January 2011 - Present
Emery Howard Advisors June 2008 - October 2010
S&Y Asset Management, Inc May 2004 - June 2008
Robertson Stephens, Inc. June 2000 - January 2003
Advent Software January 1997 - June 2000
Education
Amherst College 1989 — 1994
Adrienne Tam's Robertson Stephens, Inc. Experience March 1999 - July 2002
Job Director, Compliance at JMP Securities LLC
Industry Financial Services
Experience
JMP Securities LLC January 2012 - Present
Merriman Capital, Inc. March 2010 - January 2012
JMP Securities September 2008 - March 2010
Pacific Growth Equities June 2007 - September 2008
Thomas Weisel Partners September 2003 - May 2007
Robertson Stephens Inc March 1999 - July 2002
UBS May 1997 - November 1998
Montgomery Asset Management July 1994 - May 1997
Skills
Series 7, Series 63, FINRA, Securities, Hedge Funds, Series 24, Venture Capital, Equities, Mergers & Acquisitions, Equity Trading, Capital Markets, Investment Banking
Education
University of California, Davis 1986 — 1990
BS, Economics
JMP Securities LLC January 2012 - Present
Merriman Capital, Inc. March 2010 - January 2012
JMP Securities September 2008 - March 2010
Pacific Growth Equities June 2007 - September 2008
Thomas Weisel Partners September 2003 - May 2007
Robertson Stephens Inc March 1999 - July 2002
UBS May 1997 - November 1998
Montgomery Asset Management July 1994 - May 1997
Skills
Series 7, Series 63, FINRA, Securities, Hedge Funds, Series 24, Venture Capital, Equities, Mergers & Acquisitions, Equity Trading, Capital Markets, Investment Banking
Education
University of California, Davis 1986 — 1990
BS, Economics
Allen H Smith's Robertson Stephens, Inc. Experience February 1995 - September 2002
Job Investment Management
Industry Financial Services
Experience
Geneva Advisors, LLC April 2012 - Present
Jefferies & Co. December 2002 - December 2011
Robertson Stephens, Inc. February 1995 - September 2002
Kidder Peabody December 1982 - December 1994
Skills
Investment Banking, Mutual Funds, Investment Management, Financial Services, Marketing, Equity Research, Series 7, Series 63, Equities, Bloomberg, Securities, Private Equity, Venture Capital, Asset Managment, Derivatives, Investment Advisory, Investments, Portfolio Management, Capital Markets, Hedge Funds, Financial Markets, Fixed Income, Equity Valuation, Bonds, Investment Strategies, FINRA, Due Diligence, Wealth Management, Asset Allocation, Electronic Trading, Trading, Equity Trading, Corporate Finance, Retirement Planning, Valuation, Alternative Investments, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 1981 — 1993
MBA, Finance
DePauw University 1977 — 1981
Bachelor of Arts, Economics
Series 7, 9, 10, 63, 65
Geneva Advisors, LLC April 2012 - Present
Jefferies & Co. December 2002 - December 2011
Robertson Stephens, Inc. February 1995 - September 2002
Kidder Peabody December 1982 - December 1994
Skills
Investment Banking, Mutual Funds, Investment Management, Financial Services, Marketing, Equity Research, Series 7, Series 63, Equities, Bloomberg, Securities, Private Equity, Venture Capital, Asset Managment, Derivatives, Investment Advisory, Investments, Portfolio Management, Capital Markets, Hedge Funds, Financial Markets, Fixed Income, Equity Valuation, Bonds, Investment Strategies, FINRA, Due Diligence, Wealth Management, Asset Allocation, Electronic Trading, Trading, Equity Trading, Corporate Finance, Retirement Planning, Valuation, Alternative Investments, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 1981 — 1993
MBA, Finance
DePauw University 1977 — 1981
Bachelor of Arts, Economics
Series 7, 9, 10, 63, 65
Todd Coleman's Robertson Stephens, Inc. Experience March 2000 - August 2002
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2010 - Present
U.S. Department of Energy October 2009 - December 2009
Jefferies & Company, Inc. January 2004 - April 2009
Broadview International 2004 - 2007
Robertson Stephens, Inc. March 2000 - August 2002
PricewaterhouseCoopers August 1997 - March 2000
Skills
Venture Capital, Corporate Finance, Investment Banking, Mergers, Cleantech, Business Development, Capital Markets, Corporate Development, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, IPO, Investments, LBO, Management, Mergers, Private Equity, Private Placements, Renewable Energy, Restructuring, Securities, Strategy, Valuation
Education
Bates College 1984 — 1988
Bachelor's degree, English
Piper Jaffray June 2010 - Present
U.S. Department of Energy October 2009 - December 2009
Jefferies & Company, Inc. January 2004 - April 2009
Broadview International 2004 - 2007
Robertson Stephens, Inc. March 2000 - August 2002
PricewaterhouseCoopers August 1997 - March 2000
Skills
Venture Capital, Corporate Finance, Investment Banking, Mergers, Cleantech, Business Development, Capital Markets, Corporate Development, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, IPO, Investments, LBO, Management, Mergers, Private Equity, Private Placements, Renewable Energy, Restructuring, Securities, Strategy, Valuation
Education
Bates College 1984 — 1988
Bachelor's degree, English
Matthew Kapusta's Robertson Stephens, Inc. Experience 1999 - 2002
Job Chief Financial Officer, uniQure
Industry Biotechnology
Experience
uniQure January 2015 - Present
AngioDynamics September 2011 - January 2015
Smith & Nephew Orthopaedics 2009 - 2011
Collins Stewart 2005 - 2009
Wells Fargo Securities, LLC 2002 - 2005
Robertson Stephens, Inc. 1999 - 2002
PaineWebber 1999 - 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Business Management
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance, Accounting
uniQure January 2015 - Present
AngioDynamics September 2011 - January 2015
Smith & Nephew Orthopaedics 2009 - 2011
Collins Stewart 2005 - 2009
Wells Fargo Securities, LLC 2002 - 2005
Robertson Stephens, Inc. 1999 - 2002
PaineWebber 1999 - 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Business Management
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance, Accounting
Richard Appelgren's Robertson Stephens, Inc. Experience October 2000 - April 2001
Job Managing Director, Family Office Services, Overbrook Management Corporation
Industry Financial Services
Experience
Overbrook Management Corp. September 2003 - Present
Diaz & Altschul Capital Management June 2002 - September 2003
Silverman Capital Management, LLC April 2001 - March 2002
Robertson Stephens, Inc. October 2000 - April 2001
Gerda Lissner Foundation, Inc. June 1995 - September 2000
Education
Yale University 1992 — 1994
ArtA, Opera Performance
New England Conservatory of Music 1990 — 1992
Grad Perf, Opera Performance
New England Conservatory of Music 1986 — 1988
M.M., Opera Performance
Concordia College 1983 — 1985
BA, Vocal Performance
Overbrook Management Corp. September 2003 - Present
Diaz & Altschul Capital Management June 2002 - September 2003
Silverman Capital Management, LLC April 2001 - March 2002
Robertson Stephens, Inc. October 2000 - April 2001
Gerda Lissner Foundation, Inc. June 1995 - September 2000
Education
Yale University 1992 — 1994
ArtA, Opera Performance
New England Conservatory of Music 1990 — 1992
Grad Perf, Opera Performance
New England Conservatory of Music 1986 — 1988
M.M., Opera Performance
Concordia College 1983 — 1985
BA, Vocal Performance
Michael Coster's Robertson Stephens, Inc. Experience 1996 - 2002
Job Chief Executive Officer at Kimberlite Group, LLC
Industry Investment Banking
Experience
Kimberlite Group, LLC September 2013 - Present
Ranieri Real Estate Partners January 2012 - September 2013
Occom Capital Partners, LLC March 2009 - December 2011
Lazard Freres 2007 - 2009
RBC Capital Markets 2002 - 2007
Robertson Stephens, Inc 1996 - 2002
Bank of Boston 1988 - 1996
Casco Northern Bank 1991 - 1995
Bank of New York Mellon 1983 - 1988
Education
Dartmouth College 1979 — 1983
AB
American School of Paris 1972 — 1979
Kimberlite Group, LLC September 2013 - Present
Ranieri Real Estate Partners January 2012 - September 2013
Occom Capital Partners, LLC March 2009 - December 2011
Lazard Freres 2007 - 2009
RBC Capital Markets 2002 - 2007
Robertson Stephens, Inc 1996 - 2002
Bank of Boston 1988 - 1996
Casco Northern Bank 1991 - 1995
Bank of New York Mellon 1983 - 1988
Education
Dartmouth College 1979 — 1983
AB
American School of Paris 1972 — 1979
Kathie Wicker's Robertson Stephens, Inc. Experience 1998 - 2002
Job Financial Services Industry
Industry Financial Services
Experience
Rochdale Securities 2002 - November 2012
Robertson Stephens, Inc. 1998 - 2002
Skills
Series 63, Equity Trading, Public Speaking, Hedge Funds, Securities, Public Relations, Series 7, Bloomberg, Institutional Sales, ETFs, FINRA, Microsoft Office
Education
University of California, Los Angeles 1974 — 1978
BA, English
Rochdale Securities 2002 - November 2012
Robertson Stephens, Inc. 1998 - 2002
Skills
Series 63, Equity Trading, Public Speaking, Hedge Funds, Securities, Public Relations, Series 7, Bloomberg, Institutional Sales, ETFs, FINRA, Microsoft Office
Education
University of California, Los Angeles 1974 — 1978
BA, English
Matt Steere's Robertson Stephens, Inc. Experience 2000 - 2002
Job Managing Director at Canaccord Financial
Industry Financial Services
Experience
Canaccord Financial February 2007 - Present
First Albany Capital 2002 - 2007
Robertson Stephens Inc. 2000 - 2002
Skills
Private Placements, Investment Banking, Private Equity, IPO, Capital Markets, Valuation, Equities, Mergers, Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
Master of Business Administration (MBA)
Saint Lawrence University 1988 — 1992
BA
Canaccord Financial February 2007 - Present
First Albany Capital 2002 - 2007
Robertson Stephens Inc. 2000 - 2002
Skills
Private Placements, Investment Banking, Private Equity, IPO, Capital Markets, Valuation, Equities, Mergers, Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
Master of Business Administration (MBA)
Saint Lawrence University 1988 — 1992
BA
Rodica Bizgu-Juwono's Robertson Stephens, Inc. Experience November 2000 - May 2001
Job MBA Graduate | Background in Equity Research
Industry Financial Services
Experience
KidzJet December 2014 - Present
Citigroup March 2004 - September 2012
Deutsche Bank Securities June 2003 - March 2004
Swiss Re Capital Partners June 2001 - March 2003
Robertson Stephens, Inc. November 2000 - May 2001
Skills
Equity Research, Corporate Finance, Financial Analysis, Equity Valuation, Data Analysis, Strategy, Financial Modeling, Valuation, Real Estate, Analysis, Investment Banking, Capital Markets, Equities, Competitive Analysis, Investments, Business Analysis
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA, Finance, General
State University of Moldova, Moldova 1994 — 1999
Bachelor, German Linguistic & English
KidzJet December 2014 - Present
Citigroup March 2004 - September 2012
Deutsche Bank Securities June 2003 - March 2004
Swiss Re Capital Partners June 2001 - March 2003
Robertson Stephens, Inc. November 2000 - May 2001
Skills
Equity Research, Corporate Finance, Financial Analysis, Equity Valuation, Data Analysis, Strategy, Financial Modeling, Valuation, Real Estate, Analysis, Investment Banking, Capital Markets, Equities, Competitive Analysis, Investments, Business Analysis
Education
University of California, Davis - Graduate School of Management 2010 — 2013
MBA, Finance, General
State University of Moldova, Moldova 1994 — 1999
Bachelor, German Linguistic & English
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ