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
Mark Baker
Firm Development Principal
Amy Barker, CFA, CFP®, CDFA
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 Portfolio Strategy Director
Stephanie Cooper
Wealth Advisor
Dan D Orazio
Wealth Advisor
Julianne Jeffrey
Client Service Manager
Evan Jones, CFA, CFP®
Wealth Advisor
Wendy Kim
Project Manager
Ankit Kundaria
Core Service 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
Chris Yaros
Manager
Jennifer Akers
Wealth Strategy Associate
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
Joe Fukumoto
Wealth Strategist
Linda Hirano
Office Manager
Gray Jaggers
Wealth Strategist
Matthew Kuriyama
Wealth Strategist
Ivan Lancaster, JD
Wealth Strategist
Leo Linden
Core Service Associate
Bridget McGuire
Wealth Strategy Associate
Olivia Phillips
Client Service Associate
Savanna Schneider
Client Service Associate
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Reed Minuth
Principal
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 experience to my portfolio management background.”
Experience
- 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
Education
- 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
