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®
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
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Advisor
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project 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
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
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Ivan Lancaster, JD
Wealth Strategist
Leo Linden
Core Service Associate
Olivia Phillips
Client Service Associate
Savanna Schneider
Office Manager
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Chris Yaros
Client Service Associate
Elaina Serotte, CFP®, 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 be a Pathfinder for her clients, finding the optimal path for you to reach your goals. She starts by listening. Every new client engagement for Elaina begins with a thorough exploration of what you want to achieve, by when, and what other issues in your life might currently be affecting things. That way she can best bring her broad and deep experience to bear on your behalf. Then deliver unparalleled levels of service to ensure success.
- Snapshot: Elaina has almost 20 years of experience in financial services. She is especially adept and experienced at helping clients through times of transition. As a Certified Divorce Financial Analyst, she has helped many clients get through some very challenging situations.
Experience
- Wealth Advisor with Parallel for 2.5 years.
- Financial Advisor with MassMutual Financial Group for 13 years, working with individuals and families to create the right financial plans that each of their unique situations required.
- Principal and Senior Financial Advisor, Golub Group, where she spearheaded the creation of a vast professional network to expand the firms financial planning capabilities. She also implemented complex tax and legal strategies for clients.
Education
- University of Albany, New York, Economics and Philosophy
Affiliations & Boards
- Certified Financial Planner™ practitioner (CFP®
-
Certified Divorce Financial Analyst (CDFA), Collaborative Divorce practitioner
