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SAN FRANCISCO, September 21, 2021 / PRNewswire / – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to expand its national presence by opening an office in Boise, Idaho. Asset manager, Rick Polenske and Steve Devejian, join as managing directors and principals specializing in comprehensive wealth management solutions for individuals, families and institutions. Rick and Steve are accompanied by their colleague, Danielle Bugnic.
Robertson Stephens’ Assets are approx. $ 2.5 billion from August 2021. With Rick, Steve and Danielle, Robertson Stephens employs 52 people at ten locations in San Francisco (THE), new York (NEW), Sun Valley (ID), Holmdel (NJ), Marin County (THE), Austin (TX), Seattle (WA), Denver (CO), Houston (TX) and now Boise (I WOULD).
For more information on Robertson Stephens, please visit www.rscapital.com.
“Rick and Steve have built a multidisciplinary practice that is closely aligned with our operating model,” said Raj Bhattacharyya, Chief Executive Officer of Robertson Stephens. “Their emphasis on high quality investments and financial planning, coupled with a strong commitment to clients, make them ideal advisors at Robertson Stephens and we look forward to welcoming them to the family. We also have our second office in Idaho, we look forward to further expanding Robertson Stephens’ presence in the Pacific Northwest, an important growth market for our company. “
Rick was named a CERTIFIED FINANCIAL PLANNER ™ by the College of Financial Planning in 1994 and was named Certified Trust and Financial Advisor (CTFA) by the American Banker Association in 2015. He is currently a member of the National and Idaho Chapter of the Financial Planning Association, a member of the Treasure Valley Estate Planning Association and Boise Estate Planning Counsel.
Comment on transition, Robertson Stephens’ Managing Director and Headmaster Rick Polenske Said, “I am pleased to announce that I have decided to add a new chapter to my résumé. I was fortunate enough to work for Ameriprise from 1987 to 2001 and then to Wells Fargo from 2001 to 2021. Both financial services companies have me taught and enabled me to develop my financial advisory practice. Steve Devejian“I’m moving to Robertson Stephens so we can better help our customers meet their financial goals.”
Steve is a CFA charterholder and holds a BS in Applied Mathematics and Economics from Purdue University. Steve is a member of the CFA Institute and the CFA Society of Idaho. Steve held various positions with the CFA Society of. inside Idaho and was the founder, freshman president, and program chairman of the CFA Society of New Mexico.
“I am excited to join Robertson Stephens given his exceptional and experienced team and client-centric institutional investment approach,” he said. Steve Devejian, now Managing Director and Principal at Robertson Stephens added. “Joining Robertson Stephens will enable me and my business partner Rick Polenske continue to offer comprehensive wealth management solutions with an independent culture and entrepreneurship. “
About Robertson Stephens
Robertson Stephens Wealth Management, LLC is an independent SEC registered investment advisor with offices in San Francisco (THE); new York (NEW); Sun Valley (I WOULD); Holmdel (NJ); Marin County (THE); Austin (TX); Seattle (WA); Denver (CO); Houston (TX) and now Boise (ID), which offers wealth management solutions for high net worth individuals and family offices nationwide. In 2018, Robertson Stephens began operations with the support of private equity firm Long Arc Capital with a core philosophy of serving high net worth clients. Robertson Stephens advocates transparent advice, strong investment results, sophisticated digital solutions and high quality customer service. Further information is available at: www.rscapital.com.
Media contact:
Sarah Tremallo
stremallo@jconnelly.com
(908) 967-0381
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SOURCE Robertson Stephens
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