200 Tamal Plaza, Ste 109, Corte Madera, California, 94925
(415) 307-5968
Managing Director and Principal
Finance & Insurance > Financial Planning & Investments
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.
Monday:
9:00am
to 5:00pm
Tuesday:
9:00am
to 5:00pm
Wednesday:
9:00am
to 5:00pm
Thursday:
9:00am
to 5:00pm
Friday:
9:00am
to 5:00pm
Associations: Financial Planning Association (FPA)
Languages: English
Specialties: Private real estate, concentrated stock hedging, prepaid variable forward, private equity, venture capital
Brands: Robertson Stephens
Services: Financial planning, estate, investment management, trading, divorce counciling, divorce planning
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