Robertson Stephens, a wealth advisory and investment management firm, has hired four new executives for Robertson Stephens Partners LLC, the firm’s investment management group.
The company has hired Gordon Fallone, Jim Kozak and Wesley Gordon as managing directors and Dan Barth as operations manager.
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They will report to Robertson Stephens Partners’ president Ren Riley.
Robertson Stephens Partners provides strategic capital to entrepreneurial clients to help grow their businesses and manage their liquidity needs at the corporate and individual level. The team will focus on direct investment opportunities in next generation companies.
Riley said: "The venture capital business is as much about personal relationships as finding the unicorns. Gordon and Jim and have spent over a decade introducing clients to private investment opportunities and establishing a network of trusted innovators.
"The team’s addition extends our initiative to continue Robertson Stephens’ legacy of connecting investors to dynamic, emerging growth companies."
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By GlobalDataPrior to Robertson Stephens, Fallone was a managing director at ROTH Capital Partners where he led the venture group through private company finance for Allegiance, Gazillion, Revel Systems, Soasta, Smule, Liquidspace, SellPoints, Sunbasket, Revel Systems and TaskRabbit.
Kozak was most recently managing director at ROTH Capital Partners where he was involved in the capital markets and fundraising efforts.
Gordon was also a managing director at ROTH Capital Partners where he headed the New York office for the Venture Finance Group.
Barth began his career as a financial analyst at Aon Hewitt before joining ROTH Capital Partners as an Associate.
