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
Jason Beccaris, JD
Principal
What I wanted to be when I grew up?
Professional Freestyle Skier.
Favorite thing to do with my kids, Zane, Jude and Margo?
Coaching them at Little League baseball. Building Legos is a close second.
Things I do to relax outside of Parallel?
Running and mountain biking.
Favorite place on the planet?
Round Hill Resort in Montego Bay, Jamaica (the place my wife, Sally, and I got married).
Favorite food?
Cheesesteak with triple whiz from Jim’s Steaks on South Street in Philadelphia.
About Jason
- Objective: Jason's goal is to be a true financial advocate for his clients; to be part of an objective, independent wealth management firm that focuses on the creation of customized wealth plans and has the depth of talent and state-of-the art tools to implement strategies that help enable individuals to meet their goals and objectives.
- Specialized Responsibilities: Chief Planning Officer
- Snapshot: Jason has more than 16 years of experience providing comprehensive wealth, investment, and tax planning services for business owners, corporate executives, and high-net-worth individuals; he also has extensive experience in estate planning and trust administration.
Experience
- Senior Financial Planner, Wealth Management Group, Wachovia, San Francisco, CA
- Senior Financial Planner, Financial Planning Group, Wachovia, Philadelphia, PA
- Manager & Investment Advisor, Personal Financial Counseling Group, Ernst & Young, Philadelphia, PA
- Trust Officer, Glenmede Trust Company, Philadelphia, PA
Education
- Temple University School of Law, LLM Certificate in Estate Planning
- The Dickinson School of Law, Pennsylvania State University, JD
- University of Scranton, BS, Finance
Affiliations & Boards
- Member, Pennsylvania Bar
