Beltramo Investment

The Robertson Stephens’ Menlo Park office brings a combined 60 plus years of experience to creating smart, comprehensive financial solutions for its clients, with a focus on ultra high net worth individuals and their families, real estate entrepreneurs and Silicon Valley founders and executives. We are driven by the belief that great wealth is a gift that deserves a fiduciary relationship defined by institutional-quality public and private investment solutions and in-depth wealth planning, in partnership with your family, attorneys, estate planners and accountants. Recognizing our clients’ busy, complex lives, we strive for clarity, precision and responsiveness in all we do, employing innovative technology and our network of professionals to help us meet your needs and achieve your financial goals.

Jeanette is a Principal and Managing Director at Robertson Stephens. For more than three decades, Jeanette has advised business leaders, entrepreneurs and wealthy families in the management of their personal financial success, with a particular focus on unique market opportunities, strategic planning and philanthropy. Together with Danny Rozansky and Michael Zaninovich, Jeanette works with Robertson Stephens’ clients in the US, Europe and Israel to provide in-depth analysis and concise solutions for critical issues ranging from sustainable investment growth to estate planning and family office management. Immediately prior to joining Robertson Stephens, Jeanette was Senior Vice President and Wealth Advisor for Wells Fargo Private bank in Palo Alto, California. She started her career in the financial services industry at Bank of America as Head of Industry Analysis and Chief Domestic Economist. Jeanette earned an M.A. and Ph.D.(abd) in Economics from Stanford, and a BS (summa cum laude) in Mathematical Economics from Santa Clara University. She sits on the Executive Board of the Stanford University Institute for Economic Policy Research and is a Trustee and Executive Board Member for The Washington Institute for Near East Policy. She also serves on the Investment Committee of The Phi Beta Kappa Society. In 2021, she was invited onto the Board of the National Library of Israel. Jeanette is Chair Emerita of the Northern Arizona University Foundation Investment Committee and Regent Emerita at Santa Clara University. Since 2018, Jeanette has also served as the Chief Economist for Robertson Stephens, working closely with the Investment Office to formulate timely and incisive analysis of business conditions and economic policy for the benefit of all client portfolios at the firm. She is regularly featured on Bloomberg, Reuters and Yahoo Finance and frequently posts breaking economic news commentary on Twitter.

Robertson Stephens, based in Menlo Park, CA, is a dedicated wealth management firm that specializes in independent fiduciary wealth planning and investment strategies. The firm provides customized financial solutions tailored to the unique needs of entrepreneurs, multigenerational families, and company executives. With a team of experienced advisors, including Managing Director Keith Larkin, Robertson Stephens emphasizes a client-centered approach, beginning with a comprehensive understanding of clients' goals and concerns. The firm also offers expertise in areas such as pre- and post-IPO planning and risk management through options strategies. Generated from the website