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
Bruce Edwards
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
Christina Anzel, JD, LLM
Wealth Strategist
Stacey Blalock
Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
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
Spencer Terris
Wealth Strategist
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Associate
Tito Conocido
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Olivia Phillips
Associate
Savanna Schneider
Office Manager
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate
Chris Yaros
Associate
Sofia Yagudaeva
Associate
How many languages do you speak?
Two, English and Russian
Interesting fact about me...
Fashion, art, interior design...I love it all. What an amazing thing it is to be creative and have the ability to showcase expression through all of these different avenues.
Favorite Quote
When one door closes, another opens.
Best Advice
Everything you need will come to you at the right and perfect time.
Ways to recharge
I love to cook and spend time at the beach
About Sofia
- Objective: Sofia's goal is to partner with advisors to provide advanced operational support to clients and investment teams by developing a deep understanding of their respective operational and financial needs while acting as the central point of contact for both clients and internal teams.
- Snapshot: Sofia brings over 15 years of experience working in the Investment and Money Management industries. She brings a wide range of knowledge in the US/Global equity, fixed income, and foreign exchange markets.
Experience
- Sr. Trading Operations Associate, First Republic Securities Co & Private Wealth Management, San Francisco CA
- MO and Trade Support Analyst, MUFG Union Bank, San Francisco CA
- Investment Operations, Charles Schwab & Co, CSIM, San Francisco CA
- Plan Specialist and Trade Settlement – Reich & Tang Asset Management, New York NY
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Junior Sales Trader, Goldman Sachs: Spear Leeds & Kellogg Fixed Income, San Francisco CA
Education
- B.S. Business Admin: Marketing University of Phoenix, San Francisco, CA
