United States
415-500-6810
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Danny is a Principal and Managing Director at Robertson Stephens, advising high-net-worth and ultra-high-net-worth individuals, senior executives, and their families on comprehensive wealth management. With more than 25 years of experience, he specializes in financial planning, investment management, asset allocation, estate planning, and philanthropic strategies. Prior to joining Robertson Stephens, Danny was a Senior Vice President at Wells Fargo Private Bank and earlier worked at myCFO and Arthur Andersen's Family Wealth Group, serving ultra-high-net-worth families. He holds a JD from the University of the Pacific, McGeorge School of Law, and a BA from UC Berkeley. Danny is based in Silicon Valley.
United States
415-500-6810
https://rscapital.com/team/danny-rozansky/
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