Robertson Stephens expands its West Coast footprint


Robertson Stephens Wealth Management is beefing up its West Coast presence with the acquisition of Vine Street Wealth Management, a Mill Valley, Calif.-based advisory firm with $150 million in client assets.

Robertson Stephens, which has headquarters in New York and San Francisco, manages more than $1.3 billion in client assets and specializes in the initial public offering landscape, Silicon Valley culture and the technology sector.

Vine Street co-founders John Bernabei and Zack Perry will join Robertson Stephens as managing directors and continue to service their existing clients while growing their new client base with a much larger platform.

Vine Street was formed in 2014 and specializes in investment management, comprehensive wealth planning services and outsourced chief financial officer solutions.

“Adding Vine Street to our San Francisco office allows us to deepen our connections in the Bay Area, and we’re tremendously excited to be growing together for years to come,” Stuart Katz, Robertson Stephens chief executive and chief investment officer, said in a prepared statement.

“We share the same vision and values and are excited for the vast opportunities this partnership will bring,” Mr. Bernabei said in the statement.

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Written by Investors Wallets

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