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Profile

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
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
Michael Ma, ChFC, CFP®, MSFS
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
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
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
John Broderick
Wealth Planning Associate
Christopher Broderick
Research 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

Christina Anzel, JD, LLM

Wealth Strategist
Favorite destination(s)?

London (where I grew up), basically anywhere in Europe, Brazil, Argentina, Montana, New Hampshire, Nantucket, anywhere with palm trees and warm water, and Lake Tahoe. I hope to make it to Japan someday soon.  

Favorite sport?

Tennis (though I seem to spend more time at a squash court these days) and skiing (though I’m not as good as my kids).

Most vivid travel memory?

Too many come to mind. Being chased by wild dogs on a run in Ecuador, biking through rice fields in Yangshuo, and sipping whiskey on a glacier in Patagonia.

Favorite food?

Way too hard to choose!  Perhaps a portobello and fontina panini at ‘Ino in the West Village (which no longer exists – sigh).

An ideal weekend involves?

Running in the Presidio, hiking, reading in a cozy cafe, cheering for my kids on the sidelines, listening to them perform, and enjoying my husband’s cooking.

About Christina

  • Objective: Christina’s objective is to be a thoughtful and dependable advisor, offering clients customized wealth management solutions to help them reach their financial goals.
  • Snapshot: Christina brings almost two decades of relevant experience to her role as a wealth strategist. Throughout her career, she has served as a trusted advisor in a variety of capacities to clients in the investment industry, and she is committed to leveraging her background to positively impact her clients’ lives.

Experience

  • Managing Director, West Coast, Prokanga, San Francisco
  • Consultant/Project Manager, KAP Group, San Francisco
  • Managing Director, Head of Investor Relations & Product Head, Business Development, Ares Management, San Francisco Bay Area 
  • Vice President, Investor Relations & Marketing, Energy Investors Funds, San Francisco Bay Area
  • Associate (finance), Latham & Watkins, LLP, San Francisco
  • Associate (global project finance), Milbank LLP, New York City

Education

  • Duke University School of Law, JD, LLM
  • Haverford College, BA, English Literature

Affiliations & Boards

  • Member, State Bar of California
  • Member, State Bar of New York
  • Board Member, SPEAK (Speakers for Parents, Educators, and Knowledge)
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