David Matias, MA, CPA, Robertson Stephens 4155006810 / +14155006810

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Telephone number: 415-5006810
Owner and address:
David Matias, MA, CPA, Robertson Stephens
55 Old Bedford Road, Suite 306 01773 Lincoln
City: Lincoln - USA
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David Matias, MA, CPA, Robertson Stephens Investment service

David Matias is a Managing Director at Robertson Stephens in the Boston office. With Avi Deutsch and Brandon Frye, 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 .

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