Bringing you live news and features since 2006 

Handshake 2

Florance joins Robertson Stephens

RELATED TOPICS​

Ronald Florance, CFA, has been named Senior Strategic Advisor by Robertson Stephens, a boutique wealth management firm for high net worth individuals and families. 

In his new role, Florance’s responsibilities include advising Robertson Stephens on comprehensive strategic asset allocation, financial planning and investment management solutions and communicating the firm’s global investment strategy to the public and the media. He also sits on the firm’s Board of Advisors.

Florance has more than 30 years experience in financial services, with 15 of them in investment management. Most recently Mr. Florance was the Deputy Chief Investment Officer at Wells Fargo Private Bank where he was responsible for developing key investment strategy guidance for high-net-worth individuals, families and philanthropic entities. His prior corporate experience included roles at The Vanguard Group, Wells Fargo Nikko Investment Advisors and The Private Bank at Bank of America.

“We are thrilled to be partnering with Ron. He’s widely respected as a thought leader in the wealth advisory and asset management industry,” says Joe Piazza, Chairman and CEO of Robertson Stephens. “He believes, as we do, that the real value in providing economic and market overview is in observation and analysis and not in predictions.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by