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®
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
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Advisor
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project 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
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
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Ivan Lancaster, JD
Wealth Strategist
Leo Linden
Core Service Associate
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
William Clements, JD
Principal
Greatest days of my life?
Easy: 1) the birth days of my children: Matt, a Principal at Parallel Advisors, and Ashley, www.ashleyclements.net; 2) moving in next door to Sharman, summer of 8th grade
Most unusual job?
Gandy Dancer; Chicago, Milwaukee, St. Paul and Pacific Railroad, summer between graduation from UW and entering Law School at UC Berkeley http://en.wikipedia.org/wiki/Gandy_dancer
Favorite part of our work?
Creating peace of mind for clients. Hard to beat getting to enjoy your success stress free.
Most unusual journey?
Visiting Japan, Hong Kong, Singapore and ashrams in India with Diana Ross
Best Live Performance, Vocal?
Lead Vocalist: "With or Without You" Tropicana Hotel, San Jose del Cabo. Duet: with Dalene Jones "With A Little Help From My Friends" Club Cascades de Baja, Cabo San Lucas
About Bill
- Objective: Bill's goal is to be part of a fiduciary-based culture with the highest ethics and the ability to serve clients with a comprehensive wealth management solution.
- Snapshot: Bill has 30+ years of senior financial services experience and specializes in wealth planning and investment management for families, foundations, and retirement plans.
Experience
- Director, Barclays Wealth and Investment Management, San Francisco, CA
- Principal, Bernstein Global Wealth Management, San Francisco, CA
- Co-Founder, Chairman & CEO, Acueity, medical device firm dedicated to the early detection and treatment of breast cancer
- Senior Management Positions, Babcock & Brown, GE Capital Corporation, Comdisco, Inc.
Education
- University of California, Berkeley, School of Law, JD
- University of Washington, BA, Economics
Affiliations & Boards
- Member, Board of Directors, Community Venture Partners
