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Katz, Stuart

Chief Investment Officer

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Luminaries 2026

RIAs: Less Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Stuart Katz leads Robertson Stephens’ investment strategy, which oversees global asset allocation, risk management, manager selection, and portfolio analytics. Stuart works closely with advisors to design portfolios that are tailored to each client’s individual goals. Stuart highly values collaboration, and hosts guest speakers to better educate clients and investors, monthly investment committee meetings, firmwide webinars that discuss market conditions. He also hosts a podcast, “Beyond the Noise,” which delivers listeners weekly insights on public and private markets, geopolitics, and asset allocation. Stuart has been a crucial component in Robertson Stephens’ growth and expansion, as he cares deeply about connecting with clients and advisors. Stuart has been instrumental in helping shape how wealth managers and investors interpret market developments and portfolio construction.