Keith Larkin

MD & Principal at Robertson Stephens

Keith is a Managing Director and Principal at Robertson Stephens. With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are trying to go. This includes a thorough understanding of your goals, priorities, concerns, tolerance for risk, income needs, assets and liabilities. Keith will then build and implement a plan that addresses what’s most important to you and your family, including consulting with other advisors if needed. Keith works with entrepreneurs, multigenerational families and company executives. He has several specializations including pre- and post-IPO planning and utilizing options to hedge single stock risk as well as to generate income in single stock portfolios.

Location

San Francisco, United States

Links

Previous companies


Org chart

No direct reports

Teams


Offices


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.


Industries

Employees

51-200

Links