investment-advisory
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Scott Wood Plays the Long Game
He built a wealth advisory firm around fewer conflicts, longer relationships and a patient idea he calls decading. Twenty-five years on, Scott Wood is still asking what lasts.
David Sternberg Built a Wealth Firm Around the Risk Nobody Else Wanted to See
A surprise visit to the CBOE turned a real-estate graduate into a floor trader called Beast. Four decades later, the habit that defined David Sternberg's career remains disarmingly simple: prepare for the day nobody expects.
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.