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
Wendy Kim
Project Manager
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
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 technologically 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
- Former YPO Northern California Chapter Member (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
