Robertson Stephens Wealth Management has appointed Raj Bhattacharyya its chief executive, succeeding Stuart Katz, who will continue as the firm’s chief investment officer.
In his new role, Bhattacharyya, who joined the firm’s board of directors in January, will manage the firm’s operational and growth strategy.
Bhattacharyya, who has over 27 years of financial services experience across trading and capital markets, spent 17 years at Deutsche Bank, most recently as the head of foreign exchange in the Americas and head of the Latin American markets business. He previously served as head of capital markets in Western Europe and head of debt capital markets in North America.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound