Our People

CJ Rendic, MBA®

Founder & Principal | CEO

San Francisco

Jake Schutt

Chief Wealth Officer | Head of Family Office | Principal

San Francisco

Diane Gabianelli, MBA®

Principal | Chief Financial Officer

San Francisco

Sangeetha Srinivasan

Principal | Chief Compliance Officer

San Francisco

Annie Boschetti, MBA®, PHR®

Principal | Chief People Officer

San Francisco

Sonny Alberto

Operations Manager

San Francisco

Nicky Amore, MBA, MA, CFP®, CPWA®, ChSNC®, CFT™, CCFC

Wealth Advisor

Peggy Armbruster

Senior Client Service Associate

San Francisco

Rick Ashburn, CFA®

Principal | Wealth Advisor

San Francisco

Reggie Baggao

Senior Operations Associate

San Francisco

Mark Baker

Principal | Head of Partner Programs

Gil Barrett

Wealth Advisor

San Francisco

Amy Barker, CFA®, CFP®, CDFA®

Principal | Wealth Advisor

Dayton

Cara Barr

Wealth Advisor

San Francisco

Jason Beccaris

Principal | Wealth Advisor

San Francisco

Stacey Blalock

Principal | Director of M&A Integration

San Francisco

Gary Bonner

Principal | Head of Operations & Technology

Christopher Broderick

Principal | Head of Research & Trading

San Francisco

Caroline Burns

Trading Associate

San Francisco

Michael Calder

Firm Development Principal

Kenny Cheek

Internal Firm Development Manager

San Francisco

Melissa Cheong

Senior Client Service Associate

San Francisco

Matt Clements

Principal | Wealth Advisor

San Francisco

William Clements

Principal | Wealth Advisor

San Francisco

Sharon Cohen

Wealth Advisor

Scottsdale

Delius Conaler

Senior Operations Associate

Dallas

Tito Conocido

Client Service Associate

San Francisco

Stephanie Cooper, CFP®

Principal | Wealth Advisor

San Francisco

Stefanie Corrales, FPQP, SHRM-SCP

Senior Manager Operations

San Francisco

Mollie Courtney

Wealth Strategy Associate

Dayton

Kyte Crigger, CFP®

Senior Wealth Strategy Associate

San Francisco

Chris Cummock

Wealth Advisor

San Francisco

Donald Cuppy

Principal | Wealth Advisor

Scottsdale

Dan D'Orazio

Wealth Advisor

San Francisco

Ash Daggs, CFP®

Wealth Advisor

San Francisco

Lauren Dausman

Tax Associate

John Eaton

Senior Tax Associate

Ann Arbor

Debbie Falzone

Senior Operations Manager

San Francisco

Mark Fiedler

Principal | Wealth Advisor

Scottsdale

Darin Fierstein, MBA®

Wealth Advisor

San Francisco

Bruce Frankel, MBA®, CFP®

Wealth Advisor

Durham

Marleana Gauff

Senior Manager, Operations

San Francisco

Romain Geubelle

Principal | Head of Finance

San Francisco

James Glasheen III, CFP®

Wealth Advisor

Denver

Kipp Goll

Principal | Wealth Advisor

Scottsdale

Yifan Gong

Senior Talent & Culture Manager

San Francisco

Humberto Gonzalez

Senior Operations Associate

San Francisco

Knud Gøtterup, AAMS®, AIF®

Principal | Wealth Advisor

San Francisco

Josh Hall, CFP®

Wealth Advisor

Houston

RJ Hanson

Wealth Strategist

San Francisco

Lucas Hatch

Principal | Wealth Advisor

San Francisco

Rob Henrich, CFA®, CFP®

Principal | Wealth Advisor

Dayton

Robert Higgins

Principal | Wealth Advisor

San Francisco

Corey Hyde, JD®

Principal | Wealth Advisor

San Francisco

Gray Jaggers

Wealth Strategist

San Francisco

Nikko Jocson II

Technology Manager

San Francisco

Evan Jones, CFA®, CFP®

Wealth Advisor

San Francisco

John Kang

Wealth Advisor

Honolulu

Heather Katzenstein, MBA®

Trust Services Director

San Francisco

Matthew Kennedy, MBA®

Principal | Wealth Advisor

San Francisco

Hasina Khan

Senior Operations Associate

San Francisco

Brenden King, CFP®

Wealth Advisor

Roy Kissin, MBA®

Principal | Wealth Advisor

San Francisco

Ankit Kundaria

Director of DART (Data Analytics and Reporting Technology)

San Francisco

Matthew Kuriyama

Wealth Strategist

Honolulu

Steve Kuriyama, MSFS, CFP®, ChFC®

Principal | Wealth Advisor

Honolulu

Scott Lamb

Firm Development Principal

Linda Lee

Senior Operations Associate/Office Manager

Honolulu

Victor Liao

Principal | Wealth Advisor

San Francisco

Fritz Linkner, MBA®

Wealth Advisor

San Francisco

Michael Ma, CFP®, MSFS®, ChFC®

Principal | Wealth Advisor

San Francisco

Aubrey Martinson

Senior Tax Associate

Ann Arbor

Charles Mbida

Tax Associate

Dallas

Bridget McGuire

Wealth Advisor

San Francisco

Matt McGuire, MBA®, CFP®

Wealth Advisor

Dallas

Karen McMillan, CFP®, ECA

Wealth Advisor

San Francisco

Yashica McMurray

Client Service Associate

Dallas

Ryan McWeeney

Senior Trading Associate

Dallas

Salil Mehta

Director of Private Market Investments

Scottsdale

Mary Meyer

Wealth Advisor

Honolulu

Ken Millman, CFA, CAIA

Wealth Advisor

San Francisco

Michael S. Millman, CFP®, ChFC®

Wealth Advisor

Reno

James Mills Jr.

Wealth Advisor

Denver

Fred Molfino, CPWA®

Principal | Wealth Advisor

San Francisco

Alex Morrow

Wealth Strategy Associate

Michael Murray

Head of Firm Development

San Francisco

Aduor Ownby

Senior Client Service Associate

Dallas

Mariya Pioszak

Tax Director

Ray Polin, JD

Wealth Advisor

San Francisco

Jason Richards, CFA®

Principal | Wealth Advisor

Scottsdale

Robert Roesener, CFP®, APMA®

Wealth Advisor

San Francisco

Andrew Santos

Client Service Associate

San Francisco

Savanna Tate

Operations Associate

Dayton

Phillip Scavo, CFP®, MBA

Manager of Wealth Planning

Scottsdale

Seth Scholar

Wealth Advisor

San Francisco

Sarah Schreiber

Office Manager/Operations Associate

Scottsdale

Joan Schriger

Firm Development Principal

Dallas

Lia W. Seara, MBA®, CFP®, CDFA®, AIF®

Wealth Advisor

San Francisco

Elaina Serotte, CFP®, CDFA®

Principal | Wealth Advisor

San Francisco

Benjamin Shroyer

Office Manager/Operations Associate

Dayton

Roselyn Siino, CFP®

Senior Wealth Planner

San Francisco

Kameron Smith, CFP®

Wealth Advisor

Dayton

Michael Stephens

Principal | Wealth Advisor

San Francisco

Ashley Stephenson

Director of Operations

Dallas

Shannon Stone, CFP®, RICP®, CDFA®

Wealth Advisor

San Francisco

John Stull, MBA®, CFA®, CPA®

Principal | Wealth Advisor

Scottsdale

Spencer Terris, CFP®

Wealth Advisor

San Francisco

Bryon Thelen-Perry

Wealth Strategist

Ann Arbor

Nathan Thomsen, CFP®

Wealth Advisor

Leslie Tietz

Office Manager

San Francisco

Deepa Toor

Finance Associate

San Francisco

Koen Wade

Operations Associate

Dallas

Stephen Weatherby

Wealth Advisor

Durango

Kevin Williamson

Trading Manager

Scottsdale

Austin Witherill

Wealth Strategist

Scottsdale

Marielle Woods

Senior Wealth Strategy Associate

San Francisco

Tanner Wraa

Wealth Strategist

San Francisco