John Bernabei, Robertson Stephens

John Bernabei, Robertson Stephens

Claimed via Yext Last updated: November -0001 Listing details

Financial and Investment Services in Corte Madera, CA

Special Offer:
Managing Director and Principal
Learn more

Financial and Investment Services Financial Services

Contact Information

Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

What we offer

  • Financial planning
  • estate
  • investment management
  • trading
  • divorce counciling
  • divorce planning

Location

200 Tamal Plaza, Ste 109
Corte Madera , CA 94925 United States
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About John Bernabei, Robertson Stephens

John Bernabei is a Principal and Managing Director at Robertson Stephens and located in San Francisco. Together with Zack Perry, John advises high net worth individuals on a wide range of wealth management solutions ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities.Prior to joining Robertson Stephens, John was a founding partner of Vine Street Wealth Management, LLC, a registered investment advisory firm in Mill Valley, California. Vine Street managed separate accounts for families and institutions. In May 2017, John was also a founding partner of Seaplane Partners, LLC a money management firm focused on concentrated value investing.Prior to Vine Street and Seaplane, John had a successful 22 year institutional equity sales career advising institutional clients on US and Asian equities and managing the offices at several wall street firms. Prior to joining wall street, he was a sales engineer & account manager for several large industrial companies.
John received his Mechanical Engineering degree from Michigan State University and his MBA in Finance from the University of Southern California’s Marshall School of Business.

Brands

  • Robertson Stephens

Photos

John Bernabei, Robertson Stephens John Bernabei, Robertson Stephens

Reviews

John Bernabei, Robertson Stephens 415-307-5968
200 Tamal Plaza, Ste 109
Corte Madera , CA 94925 United States
$
John Bernabei, Robertson Stephens

Associations

    Financial Planning Association (FPA)

Specialties

  • Private real estate
  • concentrated stock hedging
  • prepaid variable forward
  • private equity
  • venture capital

Languages

  • English

Business Details

Company name
John Bernabei, Robertson Stephens
Category
Financial and Investment Services
Rating
Not Rated
Email
john.bernabei@rscapital.com

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John Bernabei, Robertson Stephens

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