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
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
