We Work Together

We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.


Jason Beccaris, JD
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
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
Amy Barker, CFA, CFP®
Matthew Clements
William Clements, JD
Knud Gotterup
C. Lucas Hatch
Rob Henrich, CFA, CFP®
Robert Higgins
Corey Hyde, JD
Matthew Kennedy, MBA
Roy Kissin
Steve Kuriyama MSFS, CFP®
Victor Liao
Reed Minuth
Alyssa Morris, JD
Sandra Pierce, CPA, CFP®
Michael Stephens
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Mary LaMar
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®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Client Service Associate
Christina Anzel, JD, LLM
Wealth Strategist
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Linda Hirano
Office Manager
Gray Jaggers
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Olivia Phillips
Client Service Associate
Savanna Schneider
Office Manager
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Chris Yaros
Client Service Associate

Jason Beccaris, JD

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.


  • 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


  • 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
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