New Office

Robertson Stephens Opens Another California Office

Editorial Staff, October 18, 2021


The wealth management firm has been building its footprint across the US.

US-based Robertson Stephens Wealth Management has opened an office in Santa Rosa, California. 

Wealth manager Rick Tasker is joining as managing director and principal, bringing more than $850 million in advisory and retirement plan assets while specializing in pension consulting and wealth planning services. Tasker will be joined by colleagues, Yvette Clark and Elizabeth Barrett.

This addition is the second office opening after Boise in the past month, bringing Robertson Stephens’ assets to more than $3.3 billion as of September 2021. The firm now has 55 employees across eleven locations in San Francisco (CA), New York (NY), Sun Valley (ID), Holmdel (NJ), Marin County (CA), Austin (TX), Seattle (WA), Denver (CO), Houston (TX), Boise (ID) and now Santa Rosa (CA).

“Rick and [the] team are veterans in the pension consulting space within the wealth management business.” Raj Bhattacharyya, chief executive of Robertson Stephens, said. “Their experience adds a new area of expertise to our fast-growing firm while launching us into an additional line of business. We are now positioned to offer our clients expertise in all types of retirement plans.”

Tasker was previously the founder and president of Epoch Consulting Group, providing pension consulting services to retirement plan sponsors and members of their retirement plans. Serving the retirement marketplace for more than 30 years, Tasker specializes in providing pension consulting, fiduciary advisory services and wealth management services. He earned a bachelor’s degree in business administration from Southeastern University in Washington, DC. He has earned the Global Financial Steward designation from the Leadership Center for Investment Stewards, and the Accredited Investment Fiduciary designation from the Center for Due Diligence.

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