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Smart Money CircleAuthor: Adam Sarhan
This show interviews the smart money (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over 100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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The CIO Of A $10 Billion Firm Shares Timeless Advice - Stuart Katz, Robertson Stephens
Episode 1
Tuesday, 20 October, 2026
Timeless Advice From The Chief Investment Officer Of A $10 Billion Firm Meet Stuart Katz, Chief Investment Officer, Robertson Stephens(AUM: $9.5B)BioStuart Katz creates and leads the firm’s investment strategy, global asset allocation, portfolio analytics, risk management, manager selection and overall long-term strategic portfolio and near-term tactical asset allocation investment process.Stuart has more than 30 years of institutional and family office investment experience as both a direct investor and allocator across traditional public asset classes and alternative strategies.He began his career at Goldman, Sachs & Co., where he worked for 15 years in New York and London, serving in multiple roles including overseeing private equity and private credit investments in the Merchant Banking Division across financial services, media, industrial and other sectors. Stuart has served on several public and private company boards.Working extensively with ultra high net worth investors and advisors over the years, Stuart has learned that first understanding a client’s goals and values is critical to building a strong investment portfolio. It is a philosophy he embraces at Robertson Stephens as part of a fiduciary mindset defined by transparency, unbiased advice, and the freedom to pursue the best investment option for every client. His insights have been featured across media such as CNBC.com, Reuters, Business Insider, the Wall Street Journal, InvestmentNews, CIO Magazine, Barron’s and Bloomberg Asia.Prior to joining Robertson Stephens, Stuart also served as:* President and Founding Member responsible for establishment of The Heyman Enterprise LLC, a single family investment office* Managing Director and member of the Investment Committee of alternative asset management firm, Amber Capital LPStuart, who serves as Chair of the Investment Committee for Robertson Stephens, earned an MBA from Harvard Graduate School of Business and an AB from Dartmouth College where he graduated Phi Beta Kappa, magna cum laude. He also studied at the London School of Economics.He lives with his wife in New York City and enjoys cheering for his daughters in track, cross country and ultimate frisbee events.
