Richard Lewis, AIF®, Robertson Stephens Wealth Management

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.

The Robertson Stephens New York office provides comprehensive wealth management solutions for high-net-worth and ultra-high-net-worth individuals and families. Grounded in the core principles of fiduciary duty and stewardship, we strive to provide the highest quality of financial advice and help our clients meet their financial and social impact goals. Our clients include small business owners, tech executives, young professionals, and family offices seeking a wealth management solution tailored their goals and needs. Our institutional-quality investment portfolios are anchored in holistic financial planning in collaboration with your trust, estate attorneys, and accountants. We lean on intuitive technology and hard work to earn our clients’ trust and provide an outstanding client experience.

Avi Deutsch is a Managing Director and Principal at Robertson Stephens Wealth Management in the New York office where he advises on portfolio management, financial planning, and social impact investing. Avi especially enjoys working with small business owners and tech executives on exit planning, liquidation of stock options and crypto assets, and planning for life after a liquidity event.