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Home News Robertson Stephens Expands Bay Area Presence, Reaches Over $3.3 billion in Assets

Robertson Stephens Expands Bay Area Presence, Reaches Over $3.3 billion in Assets



Company expands pension advisory services with asset manager Rick Tasker, who joins the establishment of the Santa Rosa office

Published: October 13, 2021 at 9:06 am EDT|Updated: 25 minutes ago

SAN FRANCISCO, Oct 13, 2021 / PRNewswire / – Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) continues to expand its national presence by opening an office in Santa Rosa, California. Asset manager, Rick Tasker, joins as Managing Director and Principal and brings $ 850 million in advisory and pension assets and specializes in pension advice and asset planning. Rick is accompanied by colleagues, Yvette Clark and Elizabeth Barrett.

RS Capital logo (PRNewsfoto / Robertson Stephens)

This growth is the second office opening after Boise last month what the fortune of Robertson Stephens was about $ 3.3 billion away September 2021. The company now has 55 employees at eleven locations in San Francisco (THE), new York (NEW), Sun Valley (ID), Holmdel (NJ), Marin County (THE), Austin (TX), Seattle (WA), Denver (CO), Houston (TX), Boise (ID) and now Santa pink (THE).

More information about Robertson Stephens can be found at

“Rick and his team are veterans of retirement advice within the wealth management business,” said Raj Bhattacharyya, chief executive officer of Robertson Stephens. “Your experience adds a new area of ​​expertise to our fast-growing company and at the same time opens up an additional business area for us. We are now able to offer our customers expertise in all types of pension solutions. Furthermore, with this acquisition we have grown over the past three years seven times our wealth and thus demonstrate the value proposition that we offer our clients and advisors. “

Rick was previously the founder and president of Epoch Consulting Group, which provides retirement advisory services to retirement plan sponsors and members of their retirement plans. Rick has been in the bond market for over 30 years, specializing in providing advisory, fiduciary and asset management services.

“I have been approached by some very successful companies over the years, but it was Robertson Stephens who won over me and my team,” said Rick Tasker, Managing Director, Director of Robertson Stephens. “You fit in perfectly with the culture – an innovative, transparent and open-minded trustee with an offer that strengthens our customer relationships and supports our growth. It’s a tight-knit team of people with energy and ideas who are fun to work with. I know that our customers and my team are a perfect fit. “

Rick has a bachelor’s degree in business administration from Southeastern University in Washington, DC He is a Global Financial Steward from the Leadership Center for Investment Stewards and an Accredited Investment Trustee from the Center for Due Diligence.

About Robertson Stephens

Robertson Stephens Wealth Management, LLC is an independent SEC registered investment advisor with offices in San Francisco (THE); new York (NY); Sonnental & Boise (I WOULD); Holmdel (NJ); Marin County (THE); Austin & Houston (TX); Seattle (WA); Denver (CO) and Santa pink (CA), which provides 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:

Sarah Tremallo
(973) 850-7342

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SOURCE Robertson Stephens

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