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Annelise Bovet

Robertson Stephens

Houston, TX

San Francisco, CA

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Current Employers
Robertson Stephens

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-29
  • TX RA
    APPROVED
    Since 2021-01-29

Branch Locations

Houston, TX • United States

455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chilton Capital Management Llc Houston TX 06/2014 10/2016
Perigon Wealth Management, Llc San Francisco CA 11/2016 09/2017
Collaboration Capital Llc Houston TX 09/2017 01/2021
Robertson Stephens Wealth Management, Llc Houston TX 01/2021 Present
Previous Registrations
Other Businesses

I am a licensed Notary Public. Start date: 6/9/2020. I devote 1% of my time to this activity, none during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-02
  • S65 Uniform Investment Adviser Law Examination
    2015-10-02
Designations

View on SEC IAPD

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