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
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
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
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®
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
Matthew Clements
Principal
One of the quirkier things about me?
I run marathons in toe-shoes.
Favorite parts of my job?
First, I would say the financial planning process (everything from hearing clients' goals to discovering how to achieve them). Second, I would say serving on the Investment Committee.
Most unusual job?
Outdoor Adventures / Programmatic Foods at UCLA Bruinwoods Alumni Summer Camp.
Favorite piece of advice?
“Be here now.”
Favorite phrase?
“Not with that attitude.”
About Matthew
- Objective: Matthew's goal is to offer his clients independent fee-only advice, world-class technology, and the highest ethics and fiduciary standard; to support the firm's vision to blend high-quality investment solutions, transparent reporting, and comprehensive wealth planning, which matches his own for creating the optimal client experience
- Specialized Responsibilities: Member, Investment Committee; Chair, Diversity Equity Inclusion Council
- Snapshot: During his 13-year financial career, Matt has worked to provide high-net-worth individuals and organizations comprehensive wealth planning services and high-quality investment solutions through open architecture platforms.
Experience
- Assistant Vice President, Barclays Wealth and Investment Management, San Francisco, CA
- Investment Associate, Wetherby Asset Management, San Francisco, CA
Education
- University of California, Los Angeles, BA, Economics
