Robertson Stephens
Jack Gilligan, CFA, currently serves as Senior Vice President at Robertson Stephens since March 2023. Prior to this role, Jack was a Senior Wealth Advisor at Mercer Advisors from June 2020 to March 2023. From August 2008 to June 2020, Jack held the position of Director of Research at ClearRock Capital, where responsibilities included constructing and implementing global asset allocation strategies and offering comprehensive investment management and advisory services. Earlier experience includes a role as Financial Consultant at Gilligan Oil Company in 2007 and a position in Equities Sales & Trading at Goldman Sachs from 2001 to 2005. Jack earned a Bachelor of Arts in Economics from Colgate University between 1994 and 1998.
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Robertson Stephens
Robertson Stephens is a wealth management firm with offices in San Francisco, New York, Idaho, and New Jersey, serving high net worth individuals and family offices.