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Last updated: 27 days ago
About Avi Deutsch, Robertson Stephens Wealth Management
Avi Deutsch is a Managing Director and Principal at Robertson Stephens Wealth Management in the New York office where he advises on portfolio management, financial planning, and social impact investin Go to full description...
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M-F 9am-5pm, Sa-Su Closed
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Email address:
avi.deutsch@rscapital.com
Avi Deutsch is a Managing Director and Principal at Robertson Stephens Wealth Management in the New York office where he advises on portfolio management, financial planning, and social impact investing. Avi especially enjoys working with small business owners and tech executives on exit planning, liquidation of stock options and crypto assets, and planning for life after a liquidity event.
Services:
Financial planning, Investments, Private investments, Alternative investments, ESG investing, Portfolio Design, Investment Management, Tax planning, Estate planning, Thematic impact investing, Philanthropic Services
Specialties:
Multi-generational family planning, Wealth preservation, Family legacy planning, ESG investing, Social impact investing, Entrepreneurs, Young executives, Pre-IPO planning, Hedging
Brands:
Robertson Stephens