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
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
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

Roy Kissin

Principal
Favorite sport?

Running. Growing up, I was a sure-out Little Leaguer and B team basketball player until I figured out that I could out-run and out-last just about anyone in a footrace. Honing that ability led to a scholarship to attend Stanford, international competition representing the US, and making lifelong friends all over the world. Decades later I’m still at it as a master athlete.

Most important thing you’ve learned in your career?

To listen more and talk less

Biggest surprise?

Never imagined how much I would enjoy parenthood and family life. Loved every minute of it! Well almost every minute. Then the kids grew up and moved away! They always double-cross you in the end.

Latest adventure?

We downsized and traded the house in the suburbs for a loft in a 150 year old warehouse near the ballpark. It’s been a blast reorienting to urban life and taking in all that San Francisco has to offer.

Any regrets?

Just one. When I was a kid I begged my parents to buy me a Stratocaster, but they made me play piano instead. Hated it and quit the day I left for college. Years later my son started playing guitar and I thought, “Hey, why aren’t you playing?” So I finally bought that Strat for myself and learned to play (so there Mom) but I’ll never be the guitar shredding hero I might have been with an early start.

About Roy

  • Snapshot: Roy is a living cliche. He's your typical world class distance runner turned film producer turned financial advisor. The guy's got the soul - not to mention the wardrobe - of an artist. He also has the finance chops of a man in a charcoal-grey suit. This is a rare and beautiful thing.

Experience

  • Founder, Capital Capital Advisors, San Francisco Bay Area, CA
  • Business Unit Manager/Producer, Colossal Pictures, San Francisco Bay Area, CA
  • Producer, Alliance Films/Backbeat Productions/New Front Films, San Francisco Bay Area, CA

Education

  • Saint Mary's College of California, MBA
  • Stanford University, BA, Classics and Classical Languages, Literatures, and Linguistics

Affiliations & Boards

  • Board Member, The Lark Theater
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