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
Principal
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Principal
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
Principal
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
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
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®
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

Leslie Tietz

Office Manager
Favorite memory of childhood?

I come from a big family and am the youngest of 6 kids. My favorite memories from growing up involve all of us being together for holiday dinners and being around my nieces and nephews; they were such fun kids!

What are some of your favorite hobbies?

Some of my favorite hobbies include going to see live music and musicals, watching documentaries and throwing dinner parties for my friends.

What personal accomplishment are you most proud of?

I am very proud that I forged my own path in life by moving to a new city away from family and friends and trusting myself enough to make it happen.

What travel goals do you have?

There are still a lot of places I would love to explore but the two experiences that are at the top of my list are visiting the Phuket Elephant Sanctuary in Thailand and going on a safari in Kenya.

Who is your favorite author?

David Sedaris is my favorite. I appreciate his observational humor and skewed perspective of the world and his books always make me laugh. I’ve seen him speak multiple times and have read all his books – Me Talk Pretty One Day is my favorite.

About Leslie

  • Objective: Leslie’s goal is to create a warm, welcoming and friendly environment for our clients and our team so that everyone feels supported throughout every point of contact.  Leslie provides administrative and office support to the team so they can focus on helping their clients achieve their financial goals. 
  • Snapshot: Leslie has 14 years of previous experience working with families as a Nanny and Placement Consultant and has worked as an Administrative Assistant and Office Manager for the past four years at a wealth management firm.

Experience

  • Office Manager and Administrative Assistant, Waypoint Wealth Partners
  • Placement Consultant, Aunt Ann’s In House Staffing
  • Nanny for families in San Francisco

Education

  • The University of Mississippi; Bachelor of Arts in Parks, Recreation and Leisure Studies
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