Robertson Stephens Advisors has appointed Jeanette Garretty as new managing director and chief economist.
Additionally, the firm has named Daniel Rozansky as new managing director and director of financial planning.
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Garretty and Rozansky will be responsible for advising high net worth individuals and their families on the allocation and management of their financial assets.
The duo will also serve on the firm’s management and investment committees.
Garretty joined Robertson Stephens Advisors from Wells Fargo Private Bank, where she served as wealth advisor. Prior to this, she served as chief domestic economist at Bank of America.
Prior to joining Robertson Stephens Advisors, Rozansky has worked with high net worth individuals and their families for over 20 years as a practicing trust and estate attorney and as a wealth advisor at Wells Fargo Private Bank, Arthur Andersen, and myCFO.
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By GlobalDataJoe Piazza, chairman and CEO of Robertson Stephens, said: "They will make a significant contribution to Robertson Stephens, both in terms of our business growth and, as importantly, in terms of our culture and mission."
Garretty and Rozansky said: "Our clients’ expectations are changing in the areas of technology, transparency, research and analysis, strategic investment direction and tactical actions, and financial planning, and we feel that the only way to meet the demands of our clients is to be intensely focused on the things that are most important to their financial well-being."
