# Raj Bhattacharyya

> Raj Bhattacharyya is the CEO and Board Member of Robertson Stephens Wealth Management, a national registered investment advisor he has helped scale from $1.5 billion to $7.1 billion in assets under management since taking the helm in 2020. A Harvard-trained computer scientist turned three-decade Wall Street veteran, he brings rare fluency in both quantitative finance and enterprise technology to the RIA sector, where he is building what he calls a 'best-of-breed' wealth management platform. Before Robertson Stephens, he spent 17 years at Deutsche Bank leading FX and Latin American Markets businesses, plus stints at Merrill Lynch and Goldman Sachs, and founded early-stage fintech firm YY Capital.

- **Role:** Chief Executive Officer at Robertson Stephens Wealth Management
- **Organizations:** Robertson Stephens Wealth Management, YY Capital, Strive for College (Board), Harvard University School of Engineering and Applied Sciences (Dean's Cabinet), Tribeca Early Stage Partners (Partner), Entrepreneurs Roundtable Accelerator (Mentor)
- **Nationality:** American
- **Education:** BA in Computer Science and Engineering, Harvard University
- **Known for:** Scaled Robertson Stephens AUM from ~$1.5B (2020) to $7.1B (2024) - a 45% annual growth rate, Expanded firm from 6 locations to 24 offices across 14+ states, Led firm to recognition in Forbes 2024 America's Top RIA Firms, Barron's 2024 Top 100 RIA Firms, USA Today's Best Financial Advisory Firms, FA Magazine Top 50 Fastest Growing Firms 2024

## Career timeline

- **early career** — 3 years at Goldman Sachs in Quantitative Research and Fixed Income Quantitative Research
- **early career** — 5 years at Merrill Lynch in Fixed Income Derivatives and Derivative Sales
- **~2000-2017** — 17 years at Deutsche Bank - Head of FX Franchise in the Americas, Head of Latin American Markets and Banking, senior roles in Capital Markets and Treasury Solutions in Western Europe, led Debt Capital Markets in North America
- **2019** — Joined Robertson Stephens as investor and Board Member; founded YY Capital (early-stage fintech investor)
- **2020-09** — Appointed CEO and Board Member of Robertson Stephens Wealth Management
- **2022** — Robertson Stephens surpasses $3.5B in AUM
- **2024** — Completed 5 acquisitions; firm reaches $7.1B AUM with 45% annual growth; expanded to 24 offices in 14+ states
- **2025** — Launched family office division; appointed Esta Stecher as Board Advisor

## Achievements

- Scaled Robertson Stephens AUM from ~$1.5B (2020) to $7.1B (2024) - a 45% annual growth rate
- Expanded firm from 6 locations to 24 offices across 14+ states
- Led firm to recognition in Forbes 2024 America's Top RIA Firms, Barron's 2024 Top 100 RIA Firms, USA Today's Best Financial Advisory Firms, FA Magazine Top 50 Fastest Growing Firms 2024
- Won ThinkAdvisor 2024 Luminaries Award for Firm Innovation
- Won 2021 Family Wealth Report Best Tech Stack Award
- Completed 5 acquisitions in 2024 alone
- Built proprietary mobile-first client portal and internal AI chatbot 'Ask Robbie'
- Member of Harvard Dean's Cabinet for Engineering and Applied Sciences
- Founded YY Capital, an early-stage fintech investment firm
- Partner at Tribeca Early Stage Partners

## Latest updates

- **2026-04** — Featured on WealthTech Today podcast (Ep. 338) discussing Robertson Stephens' best-of-breed technology stack
- **2025-02** — Robertson Stephens launched family office division, hiring Bruce Stewart to lead ultra-high-net-worth services
- **2025-02** — Appointed Esta Stecher as Board Advisor to Robertson Stephens
- **2025-01** — Robertson Stephens reported $7.1B AUM for year-end 2024, marking 45% annual growth
- **2024-04** — Appeared on NASDAQ TradeTalks panel on M&A's role in wealth management industry

## Links

- Website: https://rscapital.com
- LinkedIn: http://www.linkedin.com/in/raj-bhattacharyya-37231b149
- Twitter/X: https://twitter.com/RSWealthAdvisor
- YouTube: https://www.youtube.com/watch?v=HWYsen5dTYA
- Facebook: https://facebook.com/robertsonstephenswealthmanagement

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Profile page: https://yespress.io/raj-bhattacharyya
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Last updated: 2026-05-23