VIEW TABLE OF CONTENTS
INDIVIDUAL RIA FIRM LEADERS Chief Technology Officer of the Year
ROBERTSON STEPHENS
Vikram Chugh
Vikram Chugh’s passion and commitment to technology has led to building an innovative digital platform, enhancing the overall wealth management experience for both clients and advisors. Vikram has been instrumental in shaping the digital offering for the firm since its inception in 2018. He constructed the firm’s technology stack to include the interactions and workflows across the organization, including advisors, investments, operations, marketing and business development teams as well as the requirements of clients. To service clients at the highest level, he fosters partnerships with market leaders as well as innovative startups to build a unique Robertson Stephens offering. This has not only made the firm attractive to potential advisors and clients, but also raised the profile of the firm in the wealth management industry.
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.
123 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.
Powered by FlippingBook