Vikram Chugh

Vikram passion has been instrumental in shaping the digital offering for Robertson Stephens since its inception in 2018—making the firm attractive to potential advisors and clients while raising the profile of the firm in the wealth management industry.

Luke Winskowski, Senior Vice President,
Advice & Wealth Management

Winskowski is responsible for driving consistency and efficiency across platforms, technology, best practices and talent by using Center of Excellence teams in advice and financial planning delivery, product solution wholesaling and sales support, and custody and brokerage services.

Scott Holsopple, Chief Growth Officer

While overseeing the M&A, Integration Management, Advisor Engagement and Marketing teams at Hightower, Scott believes in narrowing in on clearly identified priorities for advisors, to help them target key growth initiatives with clear metrics for success.

Jamie Hopkins, Managing Director,
Carson Coaching

As a nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, has been featured on WSJ podcasts, has made multiple appearances for PBS—and has co-authored three textbooks and has two eBooks on Retirement Planning.

Stephanie Link, Chief Investment Strategist

As Chief Investment Strategist and Portfolio Manager at Hightower, Stephanie’s macroeconomic insights and portfolio ideas are frequently sought after for industry events and by the media—including as CNBC commentator for Squawk Box, Power Lunch, The Halftime Report and Closing Bell.

Jeremiah Barlow, Head of Family Wealth Services

As Head of Family Wealth Services at Mercer Advisors, Jeremiah acts as the firm’s lead subject matter expert in estate and tax planning, speaking nationally about these topics—and contributing regularly to WSJ, Money, MarketWatch and others.