Boutique Wealth Management Firm Expands Into Pasadena With New Office

Robertson Stephens Wealth Management, LLC, a San Francisco-based boutique wealth management firm servicing entrepreneurs, business owners, executives, family offices and institutions, is opening a new office in Pasadena.

The company said wealth manager Karen McClintock has been named managing director and principal and will lead the Pasadena location. McClintock specialises in investment management, philanthropic and wealth planning services, and adds over $160 million in advisory assets to the company. She will be joined by colleague Dinah Wellington.

“We are extremely excited to have Karen and Dinah on board,” Raj Bhattacharyya, Robertson Stephens CEO, said. “Karen’s three decades of wealth management experience and her deep commitment to her clients make her an ideal fit for Robertson Stephens and the opening of our office in Southern California, a very important growth market for our firm.”

McClintock has nearly 30 years of wealth management experience. Before joining Robertson Stephens, she was founding partner and president of LS Investment Advisors, where she worked closely with her clients and counseled multi-generational families on achieving their financial goals.

“I am thrilled to be part of the Robertson Stephens family and establish the firm’s presence in Southern California,” McClintock said of her appointment. “By joining, I am able to better service my clients by offering comprehensive wealth planning, rigorous investment management and innovative technology that will better position them in accomplishing their wealth needs and goals.”

McClintock, who was born and raised in Pasadena, earned an MBA from the University of Southern California and a BA from San Diego State University. She holds a Chartered Financial Analyst (CFA) designation and is also a Certified Investment Counselor.

For more information, visit www.rscapital.com.