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

Robert Higgins

Most memorable day in my career?

Black Monday, October 19, 1987, when the DJIA dropped 23% or over 500 points in one day

Most interesting job?

Quality Control Inspector at the Pinto factory


Mad Dog

Favorite fish?

To eat or to catch?

What I wanted to be when I grew up?

Ford dealer with my father

About Robert

  • Objective:  To provide the best investment experience possible. My process starts by establishing finite risk controls and finishes with unparalleled service. This means every client has individualized, targeted investment options to ensure their goals are achieved. Our financial planning-based process uses open architecture investment tools coupled with innovative technology to eliminate surprises and produce successful client results.
  • Snapshot: Robert brings 30 years of investment and client management expertise; at Merrill Lynch, he built a successful practice by developing a comprehensive wealth management program designed specifically for physicians and other professionals, focusing on their long-term goals and retirement needs.


  • Vice President/Financial Consultant, Merrill Lynch, San Francisco, CA; trained financial consultants in the Mentors program, recognized with the President’s & Chairman’s Club Awards for his successful practice, received the Century Club Award multiple times
  • Vice President/Investments, Lehman Brothers, San Francisco, CA
  • Account Executive, Dean Witter, San Francisco, CA


  • University of New Hampshire, BS, Business Administration

Affiliations & Boards

  • Board member and past Chairman of the Board, Wine and Food Society San Francisco
  • National Member, Explorers Club
  • Member, Golden Gate Angling and Casting Club
  • Multi Year winner of the Five Star Wealth Manager Award
  • FINRA Arbitrator
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