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
Rick Ashburn, CFA, EA
Principal
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
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®, MSFS
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Sergio Campos
Manager
Michael Connors
Wealth Advisor
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Alyssa Morris, JD
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Financial Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Olivia Phillips
Associate
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate

Michael Connors

Wealth Advisor
First Plane Ride?

I was 13 going to work on my Mother’s cousin’s dairy farm in Co. Louth Ireland.

Biggest Personal Growth Challenge?

Moving beyond the ‘60s-‘80s music scene.

Top Quotes?

“If You’re Going Through Hell, Keep Going.”   Winston Churchill.

“Failing to Prepare is Preparing to Fail.”  John Wooden.

What Changed Your Life?

The University of Virginia.  I met my amazing wife and we have been blessed with 3 wonderful kids.  As a bonus I formed life-long friendships and I learned a few things along the way.  

Why work at Parallel Advisors?

As a husband & father I value the emphasis on working with families on all aspects of financial planning.  As a wealth advisor the collaborative work environment ensures optimal client outcomes.

About Michael

  • Objective: Michael's goal is to serve his clients as a trusted financial counselor
  • Snapshot: Michael has worked in finance since 1985 in NY, Singapore and San Francisco serving challenging institutional clients over many market cycles.  These experiences have prepared him well for his transition to wealth advisor.

Experience

  • Institutional Equity Sales specializing in Asian and Japanese markets – Morgan Stanley, JP Morgan, Daiwa Securities, Barings Securities  
  • Investment banking analyst & Junk Bond Trader – Prudential Securities
  • Education

  • University of Virginia, BA History
  • NYU Stern School of Business, MBA Finance

Interests & Affiliations

  • Youth Coaching, Financial Literacy Advocacy, East Bay College Fund (Oakland Promise) Mentor, Piedmont Exedra Board Member
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