private-wealth

(5)
Legend
Saji Philip Bet on a Tutor Half a World Away
Founder · Investor · Advisor

Saji Philip Bet on a Tutor Half a World Away

Before video calls became routine, Saji Philip backed a simple, awkward and durable idea: let one teacher in Kochi give one child in America her undivided attention.

saji-philip · growing-starsRead →
Legend
Scott Wood Plays the Long Game
Founder · Investor · Advisor

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.

scott-wood · true-north-advisorsRead →
Legend
Elizabeth Pizzinato Knows the Most Valuable Brands Feel Personal
Executive · Operator · Creator

Elizabeth Pizzinato Knows the Most Valuable Brands Feel Personal

After helping Four Seasons turn hospitality into a digital relationship, Elizabeth Pizzinato brought the same close attention to private wealth - and kept a second life devoted to food, travel and the pleasures that resist optimization.

elizabeth-pizzinato · newport-private-wealthRead →
Legend
Daniel Tauber and the Case for Fewer, Better Choices
Executive · Operator

Daniel Tauber and the Case for Fewer, Better Choices

For two decades, Daniel Tauber has worked where alternative investing meets explanation. His career - from communications and banking to Central Park Group, Macquarie and Blackstone - is a study in making complex choices usable.

daniel-tauber · blackstoneRead →
Legend
Raj Bhattacharyya
Executive · Investor · Founder

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.

wealth-management · riaRead →