Jerry Nigro, former managing director and investment advisor with over $300 million in AUM at Robertson Stephens, has gone independent, launching Claybrook Capital and joining the Dynasty Financial Partners network.
Virginia Madden, former client relationship manager for Roberts Stephens, also is leaving the global wealth advisory firm and will serve as managing director at Claybrook.
“We are looking forward to working with our clients with the goal of maximizing their after-tax returns with an acceptable level of risk - with minimal conflicts,” Nigro said in a press release. “Working with Dynasty Financial Partners, we are positioning our new wealth management firm for future expansion.”
Nigro has been working with high-net-worth clients throughout his career, which spans more than 20 years. He previously worked for UBS as a senior vice president and senior portfolio manager and served as a senior vice president at Goldman Sachs.