We Work Together

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


Jason Beccaris, JD
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
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
Rick Ashburn, CFA, EA
Amy Barker, CFA, CFP®
Matthew Clements
William Clements, JD
Knud Gotterup
C. Lucas Hatch
Rob Henrich, CFA, CFP®
Robert Higgins
Corey Hyde, JD
Matthew Kennedy, MBA
Roy Kissin
Steve Kuriyama MSFS, CFP®
Victor Liao
Reed Minuth
Alyssa Morris, JD
Sandra Pierce, CPA, CFP®
Michael Stephens
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Mary LaMar
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®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Client Service Associate
Christina Anzel, JD, LLM
Wealth Strategist
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Wealth Planning 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
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

Joan Schriger

Firm Development Director
What your greatest achievement?

I hold a record for swimming the English Channel, but I think my greatest achievement is being the mom of a happy, thriving young adult

Favorite place to get away?

The Bahamas. I like the outer islands particularly.  I can’t imagine much better than the warm Caribbean waters in the Sea of Abaco

If you could have an unlimited supply of anything for the rest of your life, what would it be?

Cabernet. Big dry fat Cabernet.

What would your super power be?

Teleportation.  Planes take too long.

Biggest career win?

Yet to come!

About Joan

  • Objective: Joan’s goals it to help Parallel grow to the next level by bringing in advisors of superlative quality to continue to embody the values and culture of the firm.
  • Snapshot: Joan brings extensive experience having worked with financial advisors and family offices across the country for more than 25 years, introducing new products and innovation in wealth management to help them grow their businesses.


  • Managing Partner of a late stage venture co-investment fund
  • Launched her career in finance with San Francisco investment banks, Montgomery Securities and Robertson Stephens
  • Regional Director Dimensional Fund Advisors
  • Regional Director AXA Rosenberg


  • University of California, Berkeley. BS International Political Economy

Affiliations & Boards

  • Olympic Club Board of Directors 2013-2016, Vice President
  • Buck Institute for Research on Aging, Development Committee
  • Olympic Club Foundation, Board of Directors
  • North Coast Brewing Company, Board of Directors
  • Coconut Cay Cocktail Company, Co-Founder
  • US Masters Swimming
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