David Matias, MS, CPA - Robertson Stephens Wealth Management

Unclaimed ! . Other Businesses and Services

  United States

  USA

  +1 9783180900

Investment Service Lincoln

Who is David Matias, MS, CPA - Robertson Stephens Wealth Management?

David Matias is a Managing Director at Robertson Stephens in the Boston office. With the Boston team, he advises on a range of financial and life needs, including portfolio management, legacy creation, and social impact investing. David especially enjoys working with families looking to plan multi-generational wealth preservation and transfer while developing custom or novel investment strategies.

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David Matias, MS, CPA - Robertson Stephens Wealth Management

United States

+1 9783180900

https://rscapital.com/team/david-matias/

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Business Hours

Saturday
Closed
Sunday
Closed
Monday
9:00 AM – 5:00 PM
Tuesday
9:00 AM – 5:00 PM
Wednesday
9:00 AM – 5:00 PM
Thursday
9:00 AM – 5:00 PM
Friday
9:00 AM – 5:00 PM

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