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
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
Alyssa Morris, JD
Principal
Favorite part of my job?
When a client says, “We couldn’t have done this without you.”
My heroes?
My two daughters because they have taught me the power of living in the moment
Favorite thing to do?
Laughing with my family and friends
Best vacation?
Fly fishing and backpacking in New Zealand with my husband for our honeymoon. We can’t wait to bring our kids there to experience the beauty and happiness of that place.
Favorite sport?
Running. I love where running can take you both physically and emotionally. You can go on a hard run to feel challenged and wiped out or just meander through a trail lazily to feel at peace and connected to nature.
About Alyssa
- Objective: Alyssa's goal is to be a thorough advisor, financial educator, and committed advocate for her clients.
- Snapshot: Alyssa brings over 16 years of diverse financial and legal industry experience as well as her business acumen to her career as an advisor. She was drawn to the personal financial advising field as a way to combine her love of finance with her desire to help others. She feels lucky to have a financial career where she can have a true impact on lives and help others realize their goals and dreams.
Experience
- Wealth Manager, Waypoint Wealth Partners, San Francisco
- Senior Director, SecondMarket, San Francisco
- Vice President, Probitas Partners, San Francisco
- Director, UBS Investment Bank, Leveraged Finance Group, San Francisco
- Corporate Legal Associate, Latham & Watkins LLP, San Francisco
Education
- Georgetown University Law Center, JD
- The Wharton School at the University of Pennsylvania, BS, Economics
Affiliations & Boards
- Secretary of the Board of Directors, Chair of the Strategic Planning Committee, and Member of the Finance Committee of Marin Community Clinics, a multi-clinic network providing vital health services to more than 35,000 insured and uninsured patients annually
- Member, State Bar of California
