Boutique wealth management company expands to Pasadena with new office – Pasadena Now


Robertson Stephens Wealth Management, LLC, a San Francisco-based wealth management firm serving entrepreneurs, business owners, executives, family offices and institutions, is opening a new office in Pasadena.

The company said wealth manager Karen McClintock has been appointed managing director and director and will run the Pasadena site. McClintock specializes in investment management, philanthropic and wealth planning services, and adds more than $ 160 million in advisory assets to the company. She will be accompanied by her colleague Dinah Wellington.

“We are extremely happy to have Karen and Dinah on board,” said Raj Bhattacharyya, CEO of Robertson Stephens. “Karen’s three decades of wealth management experience and deep commitment to her clients make her an ideal fit for Robertson Stephens and the opening of our office in Southern California, a very important growth market for our firm.

McClintock has nearly 30 years of wealth management experience. Prior to joining Robertson Stephens, she was a founding partner and president of LS Investment Advisors, where she worked closely with clients and advised multigenerational families on achieving their financial goals.

“I am thrilled to be part of the Robertson Stephens family and establish the firm’s presence in Southern California,” McClintock said of his appointment. “By joining, I am able to better serve my clients by offering them comprehensive wealth planning, rigorous investment management and innovative technology that will better position them to achieve their wealth needs and goals. “

McClintock, who was born and raised in Pasadena, received an MBA from the University of Southern California and a BA from San Diego State University. She holds the Chartered Financial Analyst (CFA) designation and is also a Chartered Investment Advisor.

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