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
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
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 Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Advisor
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®
Wealth Planning Director
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Advisor
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
Linda Hirano
Office Manager
Gray Jaggers
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Ivan Lancaster, JD
Wealth Strategist
Leo Linden
Core Service Associate
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

Anne Wakefield Atkinson

Wealth Advisor
My best piece of advice?

Spend less. Save more. Invest wisely.

Favorite quote?

“We can complain because rose bushes have thorns or rejoice because thorn bushes have roses.” – Alphonse Karr.  Awareness of context and perspective is critical in every situation.

Most memorable day of your career?

Black Monday October 1987, during my first year as an Investment Advisor. The U.S. markets fell by more by 20% in one day. The following two years were a career-defining education in structural market flaws, volatility, economics, and market recovery. This experience developed my skills to manage clients’ approach to risk and to maintain their focus on achieving their medium and long-term financial goals.

Favorite place to get away?

Makena Beach, Maui

Favorite car?

I owned an early VIN 1989/90 Mazda Miata for 25 years. That first summer, we drove it cross-country from San Francisco to Boston and back, in 3 weeks. Then, did it again 5 years later.

About Anne

  • Objective: Anne's approach as an Advisor is to ask questions first and actively listen to clients’ answers; then to work with them to develop a plan, and guide them to achieve their financial goals. Her greatest reward is to see her clients pursue their other goals and interests in life, supported by our efforts to achieve their financial objectives.
  • Snapshot: In her 35 years as a Registered Investment Advisor, Anne has built a practice that serves the financial management needs of families and individuals, in all stages of life. She guides each generation toward their individual financial goals through comprehensive wealth management, assisting clients with the wide range of issues that touch their financial lives.

Experience

  • Partner, Sirius Wealth Management Strategies, Menlo Park CA
  • Founder/Partner, Thomas & Atkinson Capital Management LLC, Menlo Park, CA
  • Vice President and Portfolio Manager, Seton/Smoke Capital Management, San Francisco, CA

Education

  • Golden Gate University, MBA – Finance & Investments
  • California State University, San Jose, BS -- Business Administration
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