Robertson Stephens - Boise

Rick Polenske, CFP, CTFA, is a Principal and Managing Director at Robertson Stephens. Rick provides comprehensive wealth management solutions to clients including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning, and philanthropic strategies. Rick has over 30 years of experience helping individuals and families, charitable organizations, and institutional investors preserve and grow their wealth. For the past twenty years, Rick has worked in various positions in the Private Bank at Wells Fargo. Most recently, Rick was a Wealth Advisor from 2018 – 2021 and a Senior Fiduciary Advisory Specialist from 2012 to 2018. From 2009 to 2012 Rick ran a personal practice as a Senior Financial Advisor with Wells Fargo Advisors, serving a diverse group of clients in the Boise area, and from 2001 to 2009 he served as Regional Sales Manager for Wells Fargo Investments. Before Wells Fargo, Rick was Division Vice President of the Northwest Region for Ameriprise Financial Services from 1993 to 2001, specializing in Financial Planning and investments.

Brian is a Managing Director at Robertson Stephens. Together with Erik Boe, Eric Kiel, Julie Steinman, CFP® and Kelly Woodward, Brian is a part of the Sun Valley, Idaho-based team serving the wealth management needs of high and ultra-high net worth clientele in the Northwest and throughout the country. In addition to his wealth management advisory work, Brian has over 15 years of experience in the investment and financial services industry spanning equity research, commercial real estate private equity, and fixed income management. Prior to joining Robertson Stephens, Brian was a Senior Financial Associate for RBC Wealth Management in Eagle, Idaho where he led portfolio trading operations, investment strategy, and institutional client relationships for a HNW advisor team. Previously, Brian was a research analyst for a west-coast boutique investment bank covering the metals and mining sector. Brian is a CFA® Charterholder and earned his BS in Finance and Business Economics from the University of Idaho. Brian is a member of the CFA Institute and CFA Society of Idaho as well as serves as a board member of The Learning Lab in Boise, Idaho. Brian lives in Idaho with his wife and two sons where he enjoys spending time with his family, fly fishing, golf, and other outdoor sports.

First Interstate Investment Services offers a comprehensive suite of investment products to meet your needs. Our financial consultants and wealth advisors will work with you to analyze your current financial state, future goals, and risk tolerance to help you develop a financial plan that meets your needs. • Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer Member FINRA/SIPC (finra.org/sipc.org). Insurance products are offered through LPL or its licensed affiliates. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.