Robertson Stephens Crosses $10 Billion in Assets Under Management, Expands Institutional Consulting Business
Financial Post ·
New Milwaukee office and six-person team will serve foundations, nonprofits, faith-based organizations, corporations and endowments SAN FRANCISCO, Oct. 20, 2026 (GLOBE NEWSWIRE) — Robertson Stephens Wealth Management, LLC (“Robertson Stephens”) today announced that it has combined with Milwaukee-based Alpha Investment Consulting Group, expanding the firm’s institutional consulting capabilities and welcoming industry veteran Bob Bukowski and […]
New Milwaukee office and six-person team will serve foundations, nonprofits, faith-based organizations, corporations and endowments Read More