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
Robert Higgins
Principal
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
Nickname?
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.
Experience
- 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
Education
- 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
