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
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
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Matthew Kennedy, MBA
Wealth Manager
Wendy Kim
Manager
Mary LaMar
Controller
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Manager
Alyssa Morris, JD
Wealth Manager
Ray Polin, JD, AIF®
Wealth Manager
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Manager
Roselyn Siino, CFP®
Financial Planner
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Sophia Cadenhead
Associate
Sergio Campos
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Julianne Jeffrey
Associate
Nathan Kish
Financial Planner
Matthew Kuriyama
Associate
Susan Matejovsky
Associate
Andrea Medakovic
Associate
Leslie Tietz
Office Manager

Stacey Blalock

Director
First car?

1972 VW Convertible Super Beetle in Texas Yellow. Having a convertible as my first car was a blast.

Cities lived?

I’ve lived in six states and many cities. Born in New Orleans LA and moved to Mobile AL, Tampa FL, Greensboro NC, Salt Lake City UT, but San Francisco is where I've lived the longest in my life and is truly my home now. 

What I wanted to be when I grew up?

Teacher. My mom was a Special Education teacher, and I loved helping with her classes’ extracurricular activities. I still like to facilitate educational training.

Favorite part of my job?

Working with and getting to know our clients. They're the reason we're all here.

First job?

Godfather's Pizza in Hickory, NC. I applied for and accepted my first job on my 16th birthday. 

About Stacey

  • Objective: Stacey's goal is to support the growth of a well-regarded and innovative wealth management firm; to ensure a seamless and superior client service experience.
  • Specialized Responsibilities: Operations Manager
  • Snapshot: Stacey has been effectively and efficiently managing operational teams since 1998; she has deep experience in transfer of account, cashiering, and mutual fund operations; she also brings extensive expertise in the RIA business.

Experience

  • Client Analyst/Operations Specialist, ICONIQ Capital, San Francisco, CA; developed a client analyst team and directly managed the primary custodian relationship
  • Client Administrator, Yellow Brick Road Financial Advisors, San Francisco, CA
  • Director, Registered Investment Advisor Group, Fidelity Investments, San Francisco, CA
  • Operations Manager, Charles Schwab & Co., San Francisco, CA; managed various operational groups for 10 years

Education

  • Lees McRae College, AA, Psychology and Communication
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