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
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
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Christina Anzel, JD, LLM
Wealth Strategist
Stacey Blalock
Director
Christopher Broderick
Research and Trading Manager
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
Spencer Terris
Wealth Strategist
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Associate
Tito Conocido
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
C.J. Rendic, MBA
Chief Executive Officer
Proudest accomplishment?
I am really proud of my family, my wife Lisa and our kids, Anton and Bella. We love to play sports and take fun adventures together!
Ways to unwind?
I love golf, mountain biking, skiing, and fishing. I’m also into CrossFit, as my wife is a world class competitor and owns a personal training gym.
Most important factors of success?
Attitude and effort. These are the only two things we can control.
My heroes?
I have two, my father and grandfather. They were both entrepreneurs. My grandfather pioneered the fishing industry in Chile and my dad the international ink business.
Favorite quote?
Not sure it’s a quote but ‘The True Gentleman,’ written by John Walter Wayland in 1899.
About C.J.
- Objective: C.J.'s goal is to create a world-class independent wealth management firm with an extraordinary culture.
- Specialized Responsibilities: Founder & Chief Executive Officer
- Snapshot: C.J. started his financial services career in 1992 and founded Parallel Advisors in 2006 with the vision of creating a collaborative and innovative private wealth management firm that provides superior investment and financial planning services to individuals, families, and institutions.
- Motivation to Found Parallel: “From my different perspectives as an institutional broker, management consultant, and registered representative, I saw the need and became passionate about creating a firm that provides investment solutions that don’t contain conflicts of interest, are supported by financial planning and optimal asset allocation strategies, and utilize the best groups and technology in the industry.”
Experience
- Financial Advisor, UBS Financial Services Inc., San Francisco, CA
- Registered Representative, Northwestern Mutual Investment Services, San Francisco, CA
- Analyst, Accenture, Los Angeles, CA
- Institutional Municipal Bond Broker, Hartfield, Titus & Donnelly, San Francisco, CA
Education
- London Business School, MBA
- U.C. Berkeley, BA, Economics
Affiliations & Boards
- YPO Northern California Chapter (Chapter Chair 2019-2020, Education Chair 2018-2019, Vice Education Chair 2017-2018, Membership Chair 2016-2017)
- Former Member of the Board of Directors for Marin Advocates for Children, a non-profit organization whose mission is to prevent abuse and advocate for the best interests of children
