We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Rick Ashburn, CFA, EA
Principal
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
Mark Baker
Firm Development Principal
Amy Barker, CFA, CFP®, CDFA
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
Michael Ma, ChFC, CFP®, MSFS
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Michael Stephens
Principal
Anne Wakefield Atkinson
Wealth Advisor
Stacey Blalock
Operations Director
Christopher Broderick
Research and Portfolio Strategy Director
Stephanie Cooper
Wealth Advisor
Dan D Orazio
Wealth Advisor
Julianne Jeffrey
Client Service Manager
Evan Jones, CFA, CFP®
Wealth Advisor
Ankit Kundaria
Core Service 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®
Wealth Planning Director
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Advisor
Chris Yaros
Manager
Jennifer Akers
Wealth Strategy Associate
Sonny Alberto
Client Service Associate
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Trading Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Joe Fukumoto
Wealth Strategist
Linda Hirano
Office Manager
Gray Jaggers
Wealth Strategist
Matthew Kuriyama
Wealth Strategist
Ivan Lancaster, JD
Wealth Strategist
Leo Linden
Core Service Associate
Bridget McGuire
Wealth Strategy Associate
Olivia Phillips
Client Service Associate
Savanna Schneider
Client Service Associate
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Ivan Lancaster, JD
Wealth Strategist
Favorite travel experience?
Getting stuck in Panama for a day while traveling to Colombia and almost flying to Peru by mistake after boarding the wrong plane (it was like a scene out of the Home Alone movies).
Favorite food?
Any dish from the restaurant Che Fico in San Francisco.
First car?
1969 Buick Riviera GS with a GM Big-Block V-8 430 cui engine.
First job?
Golf caddy when I was in the eighth grade.
Favorite family tradition?
Going to my mom’s house every year on St. Patrick’s day for her homemade corned beef and cabbage.
About Ivan
- Objective: Ivan’s goal is to work closely with clients to make recommendations, provide ongoing support, and create detailed processes to help clients and their families meet their financial goals.
- Snapshot: Ivan has over 12 years of tax and estate planning, tax compliance and consulting, and trust administration experience. He joined Parallel Advisors to help clients realize that their financial dreams are not only possible, but can be easily obtainable as well.
Experience
- Senior Associate, Mergers & Acquisitions, KPMG LLP, San Francisco
- Associate, Business Tax Services, KPMG LLP, San Francisco
- Attorney, Law Office of Ivan G. Lancaster, Alameda
- Legal Intern to the General Counsel, Oakland Raiders, Alameda
Education
- Golden Gate University School of Law, JD
- University of San Francisco, BS, Business Administration
Affiliations & Boards
- Member, State Bar of California
