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
Rick Ashburn, CFA, EA
Principal
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
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®, MSFS
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Sergio Campos
Manager
Michael Connors
Wealth Advisor
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Alyssa Morris, JD
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Financial Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Olivia Phillips
Associate
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate
Elaina Serotte, CDFA
Wealth Advisor
First job?
Telephone sales for the Daily News when I was 12 years old.
Favorite activities outside of work?
I love to be outside! I love trail running, and hiking with my husband and daughters. When it’s raining or I need to unwind, I spend time practicing yoga or in my craft room being creative.
Most inspirational book?
The Alchemist. I always have it on my bedside table. I read it multiple times per year and I always take away something new. My 10 year old daughter Sadie, read it this summer on vacation. It was so interesting to listen to her perspective.
Interesting fact about me?
I take a week each year to recharge and go backpacking in Jackson Hole Wyoming.
About Elaina
- Objective: Elaina’s goal is to help clients not only survive but thrive through times of transition. While each client comes from a different perspective, Elaina’s strives to deliver the highest level of comprehensive financial planning to help her clients create the best possible future for themselves and their families.
- Snapshot: Elaina has more than 17 years of experience in the financial services industry. As a Certified Divorce Financial Analyst, she works primarily with individuals through and post dissolution.
Experience
- Financial Advisor with MassMutual Financial Group for 13 years; Created financial plans and wealth transfer strategies for individuals and families.
- Principal and Senior Financial Advisor, Golub Group; Created a vast professional network to expand the firms financial planning capabilities. Implemented complex tax and legal strategies for clients of the firm.
Education
- University of Albany, New York, Economics and Philosophy
