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INDIVIDUAL RIA FIRM LEADERS Chief Marketing Officer of the Year
ROBERTSON STEPHENS WEALTH MANAGEMENT
Louis Calabrese III
Lou is CMO of Robertson Stephens, where he oversees firmwide marketing and communication, which includes brand, content, advisor and business development marketing. He collaborates with each advisor team to create a custom marketing plans. His marketing philosophy for advisors combines both firm level marketing with local marketing efforts to create a comprehensive marketing plan that achieves
three primary goals: 1) increase client and prospect engagement while decreasing client attrition 2) increase number of prospects in their pipeline while helping to improve close ratios and 3) build and amplify the Robertson Stephens brand within the local markets. He applies a similar philosophy for business development marketing, where he helps build the firm’s sales funnel and assists in prospect conversations to discuss the Robertson Stephens marketing offering.
At Robertson Stephens, we aim to transform the wealth management experience by delivering institutional-quality investments, comprehensive wealth planning and cutting-edge technology, all within a fiduciary relationship where clients are our highest priority. We deliver a highly personalized experience that combines the high-touch service of a boutique firm with deep and extensive resources. Each wealth solution we create for our clients is with them in mind, first and foremost. Our holistic wealth planning process is designed to accumulate, protect, and tax efficiently transfer wealth while addressing complex family dynamics and fulfilling philanthropic objectives. We help our clients achieve their wealth planning goals by implementing investment strategies that are both traditional and alternative. We deliver our wealth solutions on our cutting-edge technology platform that allows us to efficiently monitor and manage client goals and portfolios. We are constantly innovating and designing solutions to help ensure long-term financial success of our clients.
120 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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