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
Tito Conocido
Client Service Associate
Spoken languages?
English and Tagalog
What do I do for fun outside of work?
Spending time working out, food trip, swimming, ballroom dancing, sleeping and going to some places that I've never been.
Favorite classic movie?
Rocky Balboa and Rambo movies
What was your first car?
Silver 1988 Acura Integra
Childhood dream and ambition?
To become a priest
About Tito
- Objective: Tito's objective is to support and provide great customer service with internal and external clients.
- Snapshot: Tito has 20 years of experience in the Investments and Financial services industry. He enjoyed working with strong colleagues in a collaborative setting, helping clients find best solutions for their operational needs, helping drive projects to their successful completion, and a motivated Individual who is eager to learn new things for his career development.
Experience
- Portfolio Administrator, Aspiriant LLC, San Francisco, CA.
- Centralized Operations Associate (Contractor), First Republic Securities Co. LLC, San Francisco, CA.
- Quality Control Specialist/Client Service Analyst and Client Service Support/Team Lead/ Sr. Associate/Associate, First Republic Securities Co. LLC, San Francisco, CA.
- Corporate Action Specialist/ Sr. Team Lead Account Transfer Specialist/ Document Management Control Group Team Lead, LPL Financial Services, San Diego, CA.
Education
- Bachelor of Arts, Major in Philosophy, St. Francis De Sales Major Seminary, Philippines
