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
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Matthew Kennedy, MBA
Wealth Manager
Wendy Kim
Manager
Mary LaMar
Controller
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
Manager
Roselyn Siino, CFP®
Financial Planner
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Sophia Cadenhead
Associate
Sergio Campos
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Julianne Jeffrey
Associate
Nathan Kish
Financial Planner
Matthew Kuriyama
Associate
Susan Matejovsky
Associate
Andrea Medakovic
Associate
Leslie Tietz
Office Manager

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 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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