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Details

General Info

John Bernabei is a Principal and Managing Director at Robertson Stephens and located in San Francisco. Together with Zack Perry, John advises high net worth individuals on a wide range of wealth management solutions ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities.Prior to joining Robertson Stephens, John was a founding partner of Vine Street Wealth Management, LLC, a registered investment advisory firm in Mill Valley, California. Vine Street managed separate accounts for families and institutions. In May 2017, John was also a founding partner of Seaplane Partners, LLC a money management firm focused on concentrated value investing.Prior to Vine Street and Seaplane, John had a successful 22 year institutional equity sales career advising institutional clients on US and Asian equities and managing the offices at several wall street firms. Prior to joining wall street, he was a sales engineer & account manager for several large industrial companies. John received his Mechanical Engineering degree from Michigan State University and his MBA in Finance from the University of Southern California’s Marshall School of Business.

HoursOPEN NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 415-307-5968

Address:
200 Tamal Plz Ste 109 Corte Madera, CA 94925
Email:

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Categories
Investment Management, Financial Planners, Financial Services, Investment Advisory Service, Investments
Services / Products
Financial planning divorce counciling divorce planning estate investment management trading
Brands
Robertson Stephens
Associations
Financial Planning Association (FPA)
Provided by
Data provided by one or more of the following: Thryv, Data Axle, Yext.