We Work Together

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

Profile

Rick Ashburn, CFA, EA
Principal
Jason Beccaris, JD
Principal
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Amy Barker, CFA, CFP®, CDFA
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Michael Ma, ChFC, CFP®, MSFS
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Michael Stephens
Principal
Anne Wakefield Atkinson
Wealth Advisor
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Stephanie Cooper
Wealth Advisor
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Ankit Kundaria
Core Service Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Ann Lucchesi, CFP®, CEP
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Fred Molfino, CPWA®
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Wealth Planning Director
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Advisor
Chris Yaros
Manager
Jennifer Akers
Wealth Strategy Associate
Sonny Alberto
Client Service Associate
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Trading Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Linda Hirano
Office Manager
Gray Jaggers
Wealth Strategist
Matthew Kuriyama
Wealth Strategist
Ivan Lancaster, JD
Wealth Strategist
Leo Linden
Core Service Associate
Bridget McGuire
Wealth Strategy Associate
Olivia Phillips
Client Service Associate
Savanna Schneider
Client Service Associate
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate

Brian OKeefe, MBA

President and CIO
Toughest Career Challenge

Getting my MBA on nights and weekends while having our first and second children and leading a global team at work.

Favorite Holiday Tradition

Making Thanksgiving dinner, packing it up, and enjoying the meal on Mt Tam while watching the sun set.

Most vivid memory

Driving a 65-ton Abrams tank across a floating bridge into Bosnia as part of an international peacekeeping mission and realizing how lucky I was to be born in our wonderful country.

Favorite way to relax?

Building something out of metal, wood, or leather like a chair or table.

Most proud accomplishment?

Being married for 20 years and having 4 incredible children, Meghan, Maddie, Patrick, and Liam.

About Brian

  • Objective: Brian's goal is to help expand the process of excellence and rigor of the investment strategy at Parallel and to translate that to the deeply personal approach that Parallel offers to its clients.
  • Snapshot: Brian has extensive experience in both financial services as well as operating companies with a key focus on both growth coupled with process implementation and scale.

Experience

  • CIO of a late-stage venture co-investment fund.
  • 10 years experience as Managing Director and VP experience in investment banking focused on private capital formation having worked on financings in excess of $400 million for companies backed by well-known venture firms such as Kleiner Perkins, New Enterprise Associates, Benchmark Capital, Morgenthaler, and Menlo Ventures.
  • CEO, Sellpoints, eCommerce marketing and sales platform. Grew business 10x in 5 years both organically and inorganically through 5 acquisitions to a successful M&A exit.
  • Six Sigma Black Belt and Global Operations Manager at GE Healthcare, Information Technologies.
  • U.S. Army Armor Officer.

Education

  • University of Chicago, Booth School of Business, MBA Finance and Economics
  • Marquette University, BS, Biomechanics with minors in Mathematics and Mechanical Engineering

Affiliations & Boards

  • Young Presidents’ Organization (YPO), Northern California Chapter. Forum Officer 2017-2018.
  • Member of the Inside Circle Foundation, a non-profit organization dedicated to the inner personal growth of men in prison.
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