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

Bruce Edwards

Principal
My heroine?

My wife!

Favorite sport to watch / participate in?

Anything my kids want to play (and they make the rules)

Favorite part of my job?

Interacting with an amazing bunch of people - my co-workers and my clients

First job?

In high school, I was turned down by Pizza Hut but landed a job as a dishwasher at Jake’s in Tahoe City. And then I got promoted to Prep Cook!

Who would you like to meet?

Teddy Roosevelt or John Muir, tough call…

About Bruce

  • Objective: Bruce's goal is to provide world-class wealth management advice free from platform constraints and conflicts and to serve his clients in a fiduciary manner.
  • Snapshot: Bruce has been delivering private wealth management services to successful entrepreneurs, executives, and their families for 17 years; he has deep expertise with the investment banking process, and many of his clients created their wealth through M&A and IPO transactions.

Experience

  • Financial Advisor, Thomas Weisel Partners, San Francisco, CA; focused on estate planning, concentrated stock trading and hedging, tax-efficiency, financial planning, and investment management
  • Senior Vice President, Jeffries & Co., San Francisco, CA
  • Senior Associate, Montgomery Securities, San Francisco, CA

Education

  • University of Oregon, BS, Geology

Affiliations & Boards

  • Member, Henry's Fork Foundation, a nonprofit that has been preserving the Henry's Fork of the Snake River since 1984
  • Conservationist Fundraiser, Fall River Conservancy, the North Umpqua Foundation, and Trout Unlimited
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