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

Reed Minuth

Favorite sport to watch / participate in?

My favorite sport to watch, which I don’t do very often, is ice hockey. My favorite sport to participate in is tennis.

Favorite part of my job?

My favorite part of my job is the people part, which means getting to know a client beyond their financial statements and hearing their life stories.

First job?

My first job out of college was re-rigging a four-masted sailing ship, The Falls of Clyde, permanently docked in Honolulu. We worked aloft with traditional rigging tools to splice, serve and seize wire rope.

Most terrifying memory?

My most terrifying memory was when the one flash light we had went out while in an underwater cave on Maui.

Cities lived?

In chronological order, these are the cities in which I have lived: Honolulu, Fort Collins, Albuquerque, Chicago, Pacheco, Honolulu, Colorado Springs, Honolulu, San Francisco.

Something others say about me?

I know how to cook.

About Reed

  • Objective: Reed's objective is to support the full investment cycle for each client: to help them articulate needs, then create financial plans that give them confidence to attain their goals without undue risk; to build portfolios using best-in-class managers in broadly diversified asset categories; to provide ongoing performance review and portfolio rebalancing relative to changing needs and market conditions.
  • Snapshot: Reed started his investment advisory career in 1975 on the broker-dealer side of the business and joined Parallel in 2012 “to create a better investment experience for my clients by collaborating with my partners and extending a full range of financial planning expertise to my portfolio management background.”


  • Wealth Management, Sterne Agee, San Francisco, CA
  • Private Client Services, Piper Jaffrey, San Francisco, CA
  • Private Banking Group, Hambrecht and Quist, San Francisco, CA
  • Senior Vice President, Dean Witter, Honolulu, HI and San Francisco, CA


  • Colorado College, BS, Political Economics

Affiliations & Boards

  • Member, Board of Directors, Mission Dolores Academy, San Francisco, CA
  • Member Parish Council, St. Ignatius Parish, San Francisco, CA
  • Former Council Member, Diocese of the Episcopal Church, HI
  • Former Member, Board of Trustees, Iolani School, Honolulu, HI
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