Products and Services offered

Moira is a Principal and Managing Director at Robertson Stephens and is responsible for comprehensively managing her clients' wealth and executing their financial objectives. Moira stands out in the wealth management space by partnering with her diverse and committed clients in the intelligent stewardship they have already demonstrated. Her first priority as a wealth manager is to understand, from year to year, what is most important to her clients. With that in mind, Moira helps clients create clarity by piecing together the complex landscape of their financial choices and opportunities. She brings a lifetime of experience in advanced research, analytics, teaching, advocacy, capacity building, translation facilitation, and thought leadership to her work. This broad skill set and a commitment to the value of collaboration helps to yield long-term and agile wealth management strategies. Born and raised in New Mexico, Moira began her professional career in commercial banking. Prior to joining Robertson Stephens, she spent seven years as a financial advisor with Edward Jones, both in Albuquerque, NM and, recently, in the San Francisco Bay Area. Moira earned her doctorate in 2003 (Rhetoric and Composition, Miami University-Oxford), studying issues at the intersection of language and power. Insistent on applying theoretical answers to real problems, Moira followed her dissertation-researching language based solutions to complex and deeply entrenched identity problems-with work often focused on maximizing outcomes within complex organizational structures defined by antagonism and deep misunderstanding: Campus Stop the Hate, contributing to research and education about gender based violence, and as a member of a DOJ instituted Civilian Police Oversight Board.

Business Hours:
M-F 9am-5pm, Sa-Su Closed

Categories:
Investment advisory service,Financial Services,College Financial Planning Services

Services:
Financial Planning, Investment Management, Estate Planning, Portfolio Management, Retirement Planning, Income Planning, Investment Education, Fiduciary Advice

Specialties:
Women Investors, Public And Private Investments, Stocks, Mutual Funds, Etfs, Iras

Brands:
Robertson Stephens

Languages:
English

Associations:
Dress For Success In San Francisco, Advisory Committee Member For Sage (dedicated To Educating About The Needs Of Lgbtq Elders), "sinc Nonprofit Pro" For The Rio Grande Community Development Center.