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

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.

Experience

  • 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

Education

  • 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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