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®, 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 Trading Manager
Stephanie Cooper
Wealth Advisor
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
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
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

Jacob Schutt

Chief Technology Officer
Favorite bird?

Swallow Tailed Kite. This bird rarely flaps its wings and at the same time is one of the most acrobatic birds in flight. It spends 80% of its life on the wing - even while eating insects and lizards it catches from the tops of trees. Found mostly in the South Eastern United States along hardwood bottoms and river forests, I often see it while visiting our family farm in Alabama.

Earliest computer memory?

While in grade school in Wilmington, Delaware, my first interaction with computers was programming simple illustrations on the green screen of a TSR80.

Favorite activity?

Fly-fishing. Influenced by my Uncle Jerry at early age, he told me that fly-fishing will take you many places that you would otherwise never see. From Mongolia to Florida, Colorado to California, I have often found that it is the best way to appreciate and connect with the places that I have lived and visited.

Unique skill?

My father was a long-time board member for a local school. One of the fundraisers that he organized was having a small travelling circus come to town. When those events happened, I would spend time with the clowns, and it was through their guidance that I learned to perfect my juggling skills.

Places lived?

Chadds Ford, PA; North East Harbor, ME; Marion, MA; Newport, RI; Greensboro, NC; Boulder, CO; Boca Grande, FL; Washington, DC; Mill Valley, CA

About Jacob

  • Objective: Jacob's goal is to help create a truly collaborative and technologically innovative wealth management firm founded on the principles of a disciplined planning process, an open architecture platform, and a fiduciary responsibility to clients.
  • Specialized Responsibilities: Chief Technology Officer
  • Snapshot: Jake has extensive experience with intergenerational wealth transfer that empowers future generations, while achieving long-term goals of current stake holders.

Experience

  • Wealth Manager, Global Wealth Management Group Morgan Stanley, San Rafael, CA; achieved Pace Setter's award and built his business providing advice to affluent individuals, families, and trusts
  • Senior Technology Consultant for several web development firms serving the largest global non-profit organizations, Washington, DC, and San Francisco, CA

Education

  • University of Colorado, Boulder, BA, English

Affiliations & Boards

  • Chairman of the Board, Wilmon Timberlands, a timber investment and management company
  • Chairman of the Board, Richardson Bay Audubon Center
  • Board Member, Audubon California
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