SAN FRANCISCO–(BUSINESS WIRE)–Robertson Stephens, a global wealth advisory and investment management
firm for high net worth individuals, family offices, institutions and
corporations, announced today that Alice Wu has been named Managing
Director and President – Asia Region of Robertson Stephens International
Prior to joining Robertson Stephens, Ms. Wu was a Vice President with
Credit Suisse Securities (USA) LLC in San Francisco. She advised wealthy
Chinese individuals and families in the United States as well as
provided institutional-level customized financial solutions to her
clients in Asia. Before Credit Suisse, Ms. Wu was with Morgan Stanley
Private Wealth Management in San Francisco.
In addition to her successful career in financial services, Ms. Wu was
an Associate Director at The Asia Foundation advising trustees and
donors on their philanthropic activities in Asia. Before receiving her
MBA degree, Ms. Wu had a career in public health working at
Massachusetts General Hospital, where she conducted bio-statistical
analyses and co-authored research articles in medical journals.
Ms. Wu has earned two master’s degrees, one in Business Administration
from New York University and another in Public Health from Boston
University. Her Bachelor of Science is from National Taiwan University.
“We have long planned to develop a major presence in Asia, as well as
with Asian investors in the United States. Alice will spearhead our
business in both of these important markets,” said Joe Piazza, Chairman
and CEO of Robertson Stephens. “Moreover, I love Alice’s depth and
breadth of experience; it speaks to our culture at Robertson Stephens.
She is super-smart, thoughtful and a citizen of the world,” added Piazza.
“I am honored and excited to join Robertson Stephens,” said Ms. Wu.
“Having lived many years in both Asia and in the U.S., I have an
intimate understanding of the different cultures. Moreover, I have
helped clients develop wealth management strategies with a global
perspective and a cultural sensitivity for over a decade. Looking beyond
the differences, I believe that many core values are universal:
integrity, loyalty, thoughtfulness, and the ability to enjoy the
journey. The leadership at Robertson Stephens share these same values
which attracted me to the firm; along with the first class investment
platform. I want these to be the same reasons why clients choose us to
be their advisors and partners.”
About Robertson Stephens LLC
Robertson Stephens LLC, through our subsidiaries Robertson Stephens
Advisors, Robertson Stephens Securities, Robertson Stephens Partners and
Robertson Stephens International Group offers investment services and
advice to high net worth individuals, family offices, institutions and
corporations. Robertson Stephens’ mission is to create A Culture of
Exceptionalism® which provides clients with intellectual capital,
investment experience and a level of service unmatched in our industry.
Our highly seasoned professionals have access to distinctive, global
investment opportunities across traditional and alternative asset
classes. Brokerage services are provided through our subsidiary
Robertson Stephens Securities.
For more information, please visit www.rsadv.com.
Alyssa Ure, 415-500-6810
Marketing and Communications