Robertson Stephens is a wealth management firm based in Menlo Park, CA, offering comprehensive financial planning and investment solutions to high net worth and ultra-high net worth individuals, senior executives, and their families. With over 20 years of experience, their team of advisors, including Danny Rozansky, provides expert guidance on asset allocation strategies, philanthropic strategies, and investment opportunities to help clients achieve their financial objectives.
Prior to joining Robertson Stephens, Danny Rozansky held senior positions at Wells Fargo Private Bank and myCFO, Inc., where he advised multi-generational families on wealth management. With a background in law and a member of the California Bar, Danny brings a unique perspective to his role. Outside of work, he enjoys spending time with his family, exploring national parks, and indulging in his passion for cooking, baseball, and fine food and wine.
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