Michael Tierney, Robertson Stephens

Daniel is a Senior Vice President at Robertson Stephens. Based in New York City, he advises individuals, families, and foundations on portfolio construction and other wealth management considerations. Prior to his current role as an advisor, Daniel was a member of the firm’s Investment Office and was instrumental in launching the group during Robertson Stephens’ early days. Earlier in his career, Daniel worked at Rockefeller Capital Management, a multi-family office, wealth manager, and asset manager with roots as John D. Rockefeller’s single-family office. At Rockefeller Capital Management, he was responsible for research and diligence of investment solutions across both traditional and alternative asset classes. During his tenure, he held the distinction of being the youngest member in the firm’s history to serve on its Investment Committee. Daniel is a CFA® charterholder and a member of the CFA Society New York. He graduated Summa Cum Laude from the distinguished Macaulay Honors College of the City University of New York. He holds a Bachelor of Arts in Mathematics and Economics with a minor in Japanese language and culture. Daniel is a proud New Yorker and currently resides with his family in Brooklyn. Outside of finance and investments, you can find Daniel running, hiking in National Parks, skiing, and playing video games. He also loves to travel and is a certified scuba diver.

Leah is a Principal and Managing Director at the Robertson Stephens New York City office. Leah has a particular interest in art and advises artists, creatives, and collectors on wealth management. She believes that wealth can be used to form a more equitable, conscious world. She works with families, estates, trusts, and foundations to represent their best interests, advising on traditional and unique assets. Leah is a member of the Professional Advisors to the International Art Market, the Professional Advisors Council of Calvary Hospital, and the Professional Advisory Council for American Heart Association. She is a member and current Secretary of the NYC Bar Art Law Committee and has served as a member of the NYC Bar Estate and Gift Tax Committee. She is also an affiliate member of STEP. Leah received her B.A. from New York University and her J.D. from St. John’s University.

UBS Investment Bank is one of the leading financial firms located in New York City. It is a global wealth and asset management and securities firm. The firm s wealth management section provides various investment services, such as asset management, estate planning, corporate finance and art banking services. It offers a wide range of investment management solutions to private, institutional and corporate clients. The firm s investment capabilities include traditional assets, such as equities, fixed-income and asset allocation services. Its capabilities also include alternative and quantitative investments, including multimanager and hedge funds. The firm s investment banking and securities businesses provide various securities products and research in several areas, such as equities, fixed-income, rates, foreign exchange, energy and metals.