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
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
Michael Ma, ChFC, CFP®, MSFS
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
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, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
John Broderick
Wealth Planning Associate
Christopher Broderick
Research 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
Peggy Armbruster
Associate
First car?
An aqua blue Mustang which I promptly wrecked learning to downshift
Places I have lived?
Detroit, Chagrin Falls, Columbus, Oxford, Chicago, Paris, San Francisco, Mill Valley and Sausalito
Favorite sport to watch?
Basketball, especially if my daughters are playing
Favorite travel experience?
My husband and I took a year off and traveled the world
Favorite food?
It is a tossup between fruit pie and pizza pie
About Peggy
- Objective: To deliver extraordinary client service to facilitate the achievement of my clients’ goals.
- Snapshot: Peggy Armbruster is a vitally important liaison with our custodian firms. Prior to joining Parallel Advisors, Peggy spent 8 years with Capital Capital keeping it on track and in exceptional order. Before that Peggy spent 20 years marking time as an employee of the Social Security Administration. When it’s necessary, she’s our very own bureaucratic ninja. Peggy lives in Sausalito with her husband Richard, two daughters and an incorrigible dachshund.
Experience
- Eight years in an independent wealth management firm working with clients, compliance issues and securities business processing.
Education
- BA Miami University, Psychology
- College of Financial Planning®, RP Registered Paraplanner
