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
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
Stacey Blalock
Operations 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
