We Work Together

We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.

Profile

Jason Beccaris, JD
Chief Planning Officer
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
Chief Investment Officer
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Amy Barker, CFA, CFP®
Principal
Kurt Beyer, PhD
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Bruce Edwards
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Matthew Kennedy, MBA
Wealth Manager
Wendy Kim
Manager
Mary LaMar
Controller
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Manager
Alyssa Morris, JD
Wealth Manager
Ray Polin, JD, AIF®
Wealth Manager
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Manager
Roselyn Siino, CFP®
Financial Planner
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Sophia Cadenhead
Associate
Sergio Campos
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Julianne Jeffrey
Associate
Nathan Kish
Financial Planner
Matthew Kuriyama
Associate
Susan Matejovsky
Associate
Andrea Medakovic
Associate
Leslie Tietz
Office Manager

Julianne Jeffrey

Associate
Favorite trip?

Visiting a friend in his hometown of Bethlehem, South Africa. The best parts of this trip were being able to go on a safari in Kruger National Park, taking a trip to Cape Town, and visiting wineries in Stellenbosch and Franschhoek during my time in South Africa.

Favorite quote?

“Everything will work out in the end, if it is not working out, it is not the end.”

Countries I have visited?

Austria, Belgium, Costa Rica, Croatia, France, Germany, Greece, Ireland, Italy, Jamaica, Lesotho, Mexico, Portugal, South Africa, Spain, Switzerland, and United Kingdom.

First job?

Shampoo girl at a salon called Tangles :)

Most memorable college experience?

Studying abroad in Barcelona and travelling at 20 years old.

About Julianne

  • Objective: Julianne’s goal is to support the team and to provide an exceptional customer service experience.
  • Snapshot: Prior to joining Parallel, Julianne had 10 years of account/client management experience in various industries. She has worked in real estate, finance, wine distribution and buying/selling organic commodities. She is originally from Chicago, lived in Santa Cruz, CA for 11 years and is now excited to live in San Francisco,CA.  She loves being outdoors, enjoying nature from the ocean to the redwoods, wine tasting, and traveling abroad. Her favorite trips have been to Croatia and South Africa.

Experience

  • Customer Service/Sales Rep, Sunopta/Tradin Organics, Scotts Valley, CA
  • Brand Manager, Epic Wines and Spirits, Capitola, CA
  • Event Stylist, Ginger and Sugar, Capitola, CA
  • Senior Client Manager, Niemann Capital Management, Scotts Valley, CA

Education

  • Illinois Wesleyan University, BA Psychology 
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