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
Principal
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Principal
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
Principal
Amy Barker, CFA, CFP®
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
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Christina Anzel, JD, LLM
Wealth Strategist
Stacey Blalock
Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
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
Spencer Terris
Wealth Strategist
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Associate
Tito Conocido
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Olivia Phillips
Associate
Savanna Schneider
Office Manager
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate
Chris Yaros
Associate
Victor Liao
Principal
Toughest professional challenge?
Joining Parallel with the goal to develop my own client relationships while supporting a family; feeling like an entrepreneur!
Toughest client challenge?
Explaining the difference between stocks and bonds to my elderly parents, then turning around and trading shorts on $300 million worth of residential mortgage-backed securities for another client.
Favorite activities outside of work?
Playing touch rugby on Sundays and utilizing San Francisco as our family playground.
What was your most terrifying experience?
Seeing the birth of my first child and realizing I was a dad; it was equally terrifying and wonderful at the same time.
What random skill would you like to have?
Speed reading
About Victor
- Objective: Victor's goal is to help clients achieve their financial goals through comprehensive financial planning and risk-appropriate investment portfolios, and by bringing a myriad of resources to bear on each client’s specific needs.
- Specialized Responsibilities: Member, Investment Committee
- Snapshot: Victor has been in financial services / investing for 20+ years spanning wealth management, venture capital, and investment banking.
Experience
- Vice President, Luminous Capital, Menlo Park, CA, an independent wealth management firm with more than $5 billion in client assets; managed client relationships, including advising on asset allocation strategies, manager selection and due diligence, portfolio construction recommendations, and trading for clients
- Financial Analyst, Private Banking & Investment Group, Merrill Lynch, Menlo Park, CA; devised asset allocation strategies and managed trading strategies, including for shorting residential mortgage backed securities (“RMBS”) and for concentrated stock positions
- Founding Senior Associate, TeleSoft Partners, Foster City, CA, a technology-based venture capital firm; helped founding partner raise ~$750 million for two funds; sourced, performed due diligence, and assisted telecom-focused companies from funding to exit
- Financial Analyst, Wasserstein Perella & Co., Chicago, IL; conducted mergers and acquisitions
Education
- Duke University, BA, English
