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
Rick Ashburn, CFA, EA
Principal
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
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®, MSFS
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Sergio Campos
Manager
Michael Connors
Wealth Advisor
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Alyssa Morris, JD
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Financial Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Olivia Phillips
Associate
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate
Matthew Kennedy, MBA
Principal
Different countries in which you have lived?
New Zealand, Ireland & France.
Favorite academic course?
United States History.
Favorite piece of advice?
“Children grow up way too fast. Make the most of the time you have with them.”
What I wanted to be when I grew up?
Professional baseball player.
Favorite teams to root for?
San Francisco 49ers & San Francisco Giants.
About Matthew
- Objective: Matthew's goal is to be an integral member of an innovative, independent wealth management firm that delivers comprehensive financial planning to both families and individuals.
- Snapshot: Matthew has more than 10 years of experience in the financial services industry; he has expertise in portfolio strategy, securities selection, and sector analysis.
Experience
- Senior Vice President, Lazard Capital Markets, San Francisco, CA; managed relationships with key institutional money managers
- Director, Oppenheimer & Co., San Francisco, CA; led the firm’s West Coast distribution of equity research and capital markets underwriting
Education
- University of San Francisco, School of Management, MBA in Finance
- San Francisco State University, MA, International Relations
- California State University, Chico, BA, History
