Meet the RIA: Robertson Stephens

Meet the RIA: Robertson Stephens

July 7, 2026 · 9 min · Season 7 · Episode 71

About this episode

CEO Raj Bhattacharyya discusses Robertson Stephens' growth through strategic expansion and technology investment.

CEO Raj Bhattacharyya discusses how Robertson Stephens is building its next phase of growth through strategic expansion, culture-first recruiting, and technology investment, while maintaining a personalized fiduciary approach as it scales its national RIA platform.

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