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

Brian OKeefe, MBA

Chief Investment Officer
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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