About Us:

David Matias is a Managing Director at Robertson Stephens in the Boston office. With the Boston team, he advises on a range of financial and life needs, including portfolio management, legacy creation, and social impact investing. David especially enjoys working with families looking to plan multi-generational wealth preservation and transfer while developing custom or novel investment strategies.

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About David Matias, MS, CPA - Robertson Stephens Wealth Management, L​LC:

David Matias is a Managing Director at Robertson Stephens in the Boston office. With the Boston team, he advises on a range of financial and life needs, including portfolio management, legacy creation, and social impact investing. David especially enjoys working with families looking to plan multi-generational wealth preservation and transfer while developing custom or novel investment strategies.

Category: Investment Services & Advisors

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Business Hours:

Sunday: Closed
Monday: 09:00am to 05:00pm
Tuesday: 09:00am to 05:00pm
Wednesday: 09:00am to 05:00pm
Thursday: 09:00am to 05:00pm
Friday: 09:00am to 05:00pm
Saturday: Closed
Holiday: Closed
Other Name for David Matias, MS, CPA - Robertson Stephens Wealth Management, L​LC:
  • Davidtias, MS, CPA - Robertson Stephens Wealthnagement, L​LC
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Suggest a Tag:
  • 403 B
  • Accountants
  • Beneficiaries
  • Business Consulting
  • Business Planning
  • CFP
  • Charitable Trusts
  • Checking Accounts
  • Commercial Loans
  • Commissions
  • Defined Contribution
  • Global Investments
  • Growth Funds
  • Income Funds
  • Index Funds
  • Indexes
  • KEOGH Plans
  • Online Banking
  • Options
  • Research
  • Savings
  • Savings Accounts
  • Trust Management
  • Trust Planning
  • Trust Services
  • Wealth Planning
  • Wealth Preservation

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