Jeanette Garretty, Robertson Stephens

Jeanette Garretty, Robertson Stephens

Claimed via Yext Last updated: November -0001 Listing details

Financial and Investment Services in Menlo Park, CA

Special Offer:
Chief Economist, Managing Director and Principal
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Financial and Investment Services

Contact Information

Website

Store Hours

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

What we offer

  • Wealth Management
  • Investment Management
  • Estate Planning
  • Multi-Generation Planning
  • Life Insurance
  • Cash Flow Analysis & Financial Planning
  • Strategic and Tactical Asset Allocation

Location

1550 El Camino Real, Suite 250
Menlo Park , CA 94025 United States
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About Jeanette Garretty, Robertson Stephens

Jeanette is a Principal and Managing Director at Robertson Stephens. For more than three decades, Jeanette has advised business leaders, entrepreneurs and wealthy families in the management of their personal financial success, with a particular focus on unique market opportunities, strategic planning and philanthropy. Together with Danny Rozansky and Michael Zaninovich, Jeanette works with Robertson Stephens’ clients in the US, Europe and Israel to provide in-depth analysis and concise solutions for critical issues ranging from sustainable investment growth to estate planning and family office management.
Immediately prior to joining Robertson Stephens, Jeanette was Senior Vice President and Wealth Advisor for Wells Fargo Private bank in Palo Alto, California. She started her career in the financial services industry at Bank of America as Head of Industry Analysis and Chief Domestic Economist.
Jeanette earned an M.A. and Ph.D.(abd) in Economics from Stanford, and a BS (summa cum laude) in Mathematical Economics from Santa Clara University. She sits on the Executive Board of the Stanford University Institute for Economic Policy Research and is a Trustee and Executive Board Member for The Washington Institute for Near East Policy. She also serves on the Investment Committee of The Phi Beta Kappa Society. In 2021, she was invited onto the Board of the National Library of Israel. Jeanette is Chair Emerita of the Northern Arizona University Foundation Investment Committee and Regent Emerita at Santa Clara University.
Since 2018, Jeanette has also served as the Chief Economist for Robertson Stephens, working closely with the Investment Office to formulate timely and incisive analysis of business conditions and economic policy for the benefit of all client portfolios at the firm. She is regularly featured on Bloomberg, Reuters and Yahoo Finance and frequently posts breaking economic news commentary on Twitter.

Brands

  • Robertson Stephens

Video

Photos

Jeanette Garretty, Robertson Stephens Jeanette Garretty, Robertson Stephens

Reviews

Jeanette Garretty, Robertson Stephens 415-500-6819
1550 El Camino Real, Suite 250
Menlo Park , CA 94025 United States
$
Jeanette Garretty, Robertson Stephens

Associations

    Executive Board of the Stanford University Institute for Economic Policy Research
    Executive Board Member for The Washington Institute for Near East Policy
    Investment Committee of The Phi Beta Kappa Society
    Board of the National Library of Israel
    Chair Emerita of the Northern Arizona University Foundation Investment Committee
    Regent Emerita at Santa Clara University

Specialties

  • Private Equity/Venture Capital
  • Hedging Strategies
  • Philanthropy
  • Revocable and Irrevocable Trusts
  • Concentrated Stock Positions
  • Pre-IPO/Pre-Acquisition Planning
  • Family Office Consulting
  • Fixed Income and Domestic and International Equity

Languages

  • English

Business Details

Company name
Jeanette Garretty, Robertson Stephens
Category
Financial and Investment Services
Rating
Not Rated
Email
jeanette.garretty@rscapital.com
Tags
due diligence,  modern portfolio theory,  hedge funds experience
Videos

Video 1

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Jeanette Garretty, Robertson Stephens

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