Blending Principles With a Unique Approach to Wealth Planning with Raj Bhattacharyya

Raj Bhattacharyya is the CEO of Robertson Stephens, a privately-held, boutique wealth management firm servicing entrepreneurs, business owners, executives, family offices and institutions.

Doug and Raj talked about how Robertson Stephens is evolving to keep pace with changes across the wealth management industry, with the goal of helping advisors better serve their clients. 

They also discussed:

  • How innovation plays a key part in the future of wealth management
  • What type of technology Robertson Stephens is adopting to better serve their clients
  • How wealth management has changed over the years and how advisors have improved the quality of their services
  • The three different personas Roberston Stephens uses in their business
  • How advisors can build customized portfolios incorporating active and passive products

Resources: Robertson Stephens

Related: Robertson Stephens: Inside Powerful Pillars of Wealth Planning