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
Chief Planning Officer
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
Chief Investment Officer
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Amy Barker, CFA, CFP®
Principal
Kurt Beyer, PhD
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
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Sergio Campos
Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Matthew Kennedy, MBA
Wealth Manager
Wendy Kim
Manager
Mary LaMar
Controller
Matt McGuire, CFP®
Wealth Manager
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Manager
Alyssa Morris, JD
Wealth Manager
Ray Polin, JD, AIF®
Wealth Manager
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Wealth Manager
Roselyn Siino, CFP®
Financial Planner
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Nathan Kish
Financial Planner
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Andrea Medakovic
Associate
Olivia Phillips
Associate
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate
Diane Gabianelli, MBA
President and CFO
Favorite sport?
I love to ski with my kids, especially the terrain parks. I end up with a lot of bumps and bruises, but it’s worth it!
Favorite part of my job?
Collaborating with the team. It is a smart, motivated, caring, and fun group of folks!
Favorite holiday tradition?
Baking breads for my friends and neighbors and delivering them on Christmas Eve. I fondly remember doing that with my mom growing up.
Most terrifying memory?
Being chased by a herd of elephants in Malawi. I survived.
Favorite piece of advice?
“Life happens for you not to you.”
About Diane
- Objective: Diane's goal is to support the growth of a well-regarded and innovative wealth management firm that values integrity, transparency, and its fiduciary responsibility to its clients.
- Specialized Responsibilities: Chief Financial Officer and Marketing Committee Chair
- Snapshot: Diane brings extensive experience in managing business operations, developing and executing marketing plans, and governing financial performance.
Experience
- Management Consultant, San Francisco Bay Area; executed strategic finance, marketing, and business development projects for small company CEOs
- Chief Operating Officer, Terravera, Inc., San Francisco, CA
- Financial Advisor, Resolution Trust Corporation, Los Angeles, CA
- Financial Associate, AEW Capital Management, Boston, MA
- Financial Analyst, Chemical Bank, New York, NY
Education
- University of California, Berkeley, MBA, Marketing
- Dartmouth College, BA, Economics
Affiliations & Boards
- Former President, Board of Trustees, Mark Day School, San Rafael, CA
