We Work Together

We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.


Jason Beccaris, JD
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
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
Amy Barker, CFA, CFP®
Matthew Clements
William Clements, JD
Knud Gotterup
C. Lucas Hatch
Rob Henrich, CFA, CFP®
Robert Higgins
Corey Hyde, JD
Matthew Kennedy, MBA
Roy Kissin
Steve Kuriyama MSFS, CFP®
Victor Liao
Reed Minuth
Alyssa Morris, JD
Sandra Pierce, CPA, CFP®
Michael Stephens
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Mary LaMar
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

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.


  • 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


  • 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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