Steve Devejian, Robertson Stephens

Steve is a Principal and Managing Director at Robertson Stephens. Together with Rick Polenske, CFP, CTFA and Danielle Bugni, CFA, Steve provides comprehensive wealth management solutions to clients including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning, and philanthropic strategies. Steve has 29 years of experience helping individuals and families, charitable organizations, and institutional investors preserve and grow their wealth.

Prior to joining Robertson Stephens, Steve was a Senior Vice President and Senior Investment Strategist for Wells Fargo Private Bank in Boise, Idaho where he was responsible for developing, recommending, and implementing customized investment strategies for his clients. Previously, Steve was a Portfolio Manager at Burroughs Hutchinson, a Boise based registered investment advisor. Before that, Steve spent time as a Senior Portfolio Manager at Key Asset Management and John Hancock Advisors.