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

Christopher Broderick

Research Associate
Favorite quote?

“Gentlemen, we have run out of money; now we have to think.” — Winston Churchill

What might others say about you?

What Will Smith once said about himself: “The only thing that I see that is distinctly different about me is I’m not afraid to die on a treadmill.  I will not be out-worked, period.  You might have more talent than me, you might be smarter than me, you might be sexier than me, you might be all of those things you got it on me in nine categories.  But if we get on the treadmill together, there’s two things: You’re getting off first, or I’m going to die.  It’s really that simple, right?"

Favorite academic course?

In my sophomore year, I took a course on the rhetorical analysis of poetry.  It not only changed the way I read poetry, and pretty much everything else, but it transformed the way I write.

Who would you like to meet?

Charles Barkley.  He is clever, funny and a complete expert in his field, but he is never afraid to laugh at himself.  And if he gets any bigger, I might be able to give him a game.

Favorite sports to watch/ participate in?

Everything/basketball. I will watch whatever ESPN is showing. Almost. My father claims he once saw me watch an entire curling match, but that is not true. Basketball is still my favorite sport to play, but it was a lot more fun before my little brother got good.

About Christopher

  • Objective: Chris' goal is to support clients and help them achieve their financial goals by building a comprehensive client experience.
  • Snapshot: Chris’ professional experience has been in client-facing roles in digital advertising and interactive media. Chris' focus has been to ensure that his clients' needs were met and fully understood, addressed and achieved through solutions tailored to those specific needs. Chris' job success has always been measured by the success of his clients.

Experience

  • Junior Project Manager, Jivox Corporation, San Mateo, CA
  • Special Intern for Hon. Beverly Wood, Superior Court of California, Marin County, San Rafael, CA
  • Customer Service and Community Manager, Playdom, Disney Interactive Media Group, Palo Alto, CA

Education

  • Duke University, BA, English
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