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
Rob Henrich, CFA, CFP®
Principal
A work item you're never without?
An old school Franklin Planner. I find the act of writing something down rather than typing it increases the chances I'll remember it by tenfold.
Most rewarding part of being in this business?
Helping clients navigate the psychological and emotional aspects of being good stewards of their wealth. The numbers usually take care of themselves, but clarifying what's most important to them, and even challenging the status quo once in a while, can make the difference.
Something you're glad you've done 20 years ago - but don't need to do again?
Bungee-jumping over Gorky Park in Moscow, Russia.
First Car?
1970 Pontiac LeMans
First Career Aspiration?
In the early 1990s, I attended the Harry Wendelstedt Umpire School in Ormand Beach, FL. I managed to graduate but was not selected to begin my career in the minor leagues. This outcome no doubt saved me from hundreds of bumpy bus rides over the next several years.
About Rob
- Objective: Rob's goal is to offer his clients personalized and superior wealth management solutions that help them achieve their goals and feel confident about their futures by applying best in class research, technology, and the highest standard of care in the industry.
- Snapshot: As a Chartered Financial Analyst, Rob has more than 25 years of experience advising individuals, families, businesses, and charities on their financial needs. Rob has a strong desire to focus on educating clients and to provide customized solutions for financial planning and wealth management.
Experience
- Wealth Management Advisor, Fifth Third Bank, Dayton, OH
Education
- University of North Carolina, Chapel Hill, MBA
Affiliations & Boards
- Chartered Financial Analyst
- Certified Financial Planner™ practitioner (CFP®)
