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

Gray Jaggers

Client Service Associate
What is your greatest personal challenge?

Would have to be leaving my job as a fixed income analyst in Boston and moving to San Jose to work with clients on the wealth management side. I didn’t know really anyone in California, but one of the best decisions I’ve ever made.

What’s your favorite vacation you’ve ever taken?

Going on a tour of Europe. Stayed a couple days in London, then traveled to Amsterdam and ended up in Munich, Germany. We also spent the day touring through Austria.

How did you become interested in the financial industry?

My college at the time had a requirement that you had to do an internship. At the time I was writing about the markets for my college newspaper. I was lucky enough to network, interview, and receive an internship with RBC Wealth Management.

Most challenging job you’ve had?

Would have to be working on a foreign equity and fixed income trading desk. How to place orders, see market depth, and formulating profitable strategies for clients in international markets.

What drives you?

Being successful and not being complacent in life or with my profession. Being happy and having that sense of accomplishment is critical as well.

About Gray

  • Objective: 
  • Snapshot: 

Experience

  • Fidelity Investments Wealth Management: Relationship Manager, Campbell, CA
  • Fidelity Investments FPCMS/FMR Co.: Fixed Income Analyst, Merrimack, NH/Boston, MA
  • Fidelity Investments Foreign Trading Desk, Merrimack, NH
  • RBC Wealth Management: Junior Associate, Washington, DC

Education

  • Muskingum University - Communication
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