Ratio Wealth Group joins Robertson Stephens,
opens new office in Denver.
SAN
FRANCISCO, July 30, 2024 /PRNewswire/ -- Robertson
Stephens Wealth Management, LLC ("Robertson Stephens") announced
its fourth acquisition of 2024 and strategically expanded its
presence in Colorado with the
addition of Ratio Wealth Group, an SEC-registered investment
advisor managing over $530 million in
advisory assets. Derek Scarth and Graham Gerlach, co-founders of Ratio Wealth
Group, join Robertson Stephens with their colleagues Josh Freedman, Nancy
Kimball, Becky Neils,
Jen Padgett, Jack Seavall, and Shawn
Wallace.
With this addition, Robertson Stephens has now crossed
$6.5 billion in advisory assets
across 22 locations in San
Francisco, Marin County,
Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA),
New York (NY), Sun Valley &
Boise (ID), Holmdel & Madison
(NJ), Austin & Houston (TX), Seattle (WA), Vail & Colorado Springs
(CO), Boston (MA), Jackson (WY),
Westport (CT), Portland (OR), and now Denver (CO).
For more information on Robertson Stephens, please
visit www.rscapital.com.
"I am honored to welcome Derek, Graham, and the entire Ratio
team to Robertson Stephens. From our first meeting, it was clear
that Ratio's high-growth culture, commitment to financial planning,
and collaborative approach to client service aligned perfectly with
our values," said Raj Bhattacharyya, Chief Executive
Officer, Robertson Stephens. He added, "We are particularly
excited about the valuable expertise the team brings as it relates
to insurance planning and serving airline pilots. This merger, our
largest to date, is a testament to the firm's growing
capabilities."
"We are thrilled to be joining Robertson Stephens. When we first
created Ratio Wealth Group, we aimed to offer institutional-quality
financial advice for individuals and families while maintaining a
fiduciary relationship," said Derek
Scarth, Managing Director and Principal of Robertson
Stephens. "This merger with Robertson Stephens allows us to
stay ahead of those value-added services to deliver on greater
client expectations while continuing to expand our client base. For
investments, greater expertise through an Investment Office helps
reinforce our allocation decisions and private equity
opportunities. Furthermore, we will gain access to an experienced
wealth planning group that has specialties across tax, estate, and
wealth planning strategies."
About Robertson Stephens
Robertson Stephens Wealth Management, LLC is an independent
SEC-registered investment advisor. Registration does not imply any
specific level of skill or training and does not constitute an
endorsement of the firm by the Commission. Its mission is to
transform the wealth management experience by delivering
institutional-quality investment solutions, comprehensive wealth
planning, and intelligent digital solutions, all within a fiduciary
relationship where the client is our highest priority. Ratio Wealth
Group AUM is as of June 2024. Robertson Stephens AUM is as of
July 2024. For more information about
Robertson Stephens, please
visit: https://www.rscapital.com
Media Contact: Sarah Tremallo, stremallo@jconnelly.com
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SOURCE Robertson Stephens