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
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 Trading Manager
Stephanie Cooper
Wealth Advisor
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
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
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
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
