People
Our people arrive at Parallel from different places, with different backgrounds and experiences.
Some of us expatriated from traditional wirehouses, seeking a better deal for clients, one free from the conflicts of interest of the broker-dealer business model.
Some of us had our own small practices but opted to join forces with a larger firm offering support and resources unavailable to us as solo practitioners.
A few of us are determinedly rising through the ranks, from reception, to operations, to paraplanner, to advisor, gaining valuable experience and knowledge at each step.
And last but not least, our crack Operations, Planning, and Tax teams, the best in the business, taking care of even the tiniest details to ensure your client experience is a happy one.
Every one of us has a story to tell and knowledge and experience to share.
This is what gives us our superpower — call it “hybrid strength” — the combination of traits that make the firm greater than the sum of its parts.
CJ Rendic, MBA®
CJ Rendic
Founder & Principal | CEO
San Francisco
Parallel Prime Mover. Seafarer. Student of Life.
Jake Schutt
Jake Schutt
Principal | Chief Technology Officer
San Francisco
Parallel Tech Titan. Artist. Yes to Adventure.
Diane Gabianelli, MBA®
Diane Gabianelli
Principal | Chief Financial Officer
San Francisco
Chief Plate Spinner. Seeker. Avid Biker-Hiker.
Sangeetha Srinivasan
Sangeetha Srinivasan
Principal | Chief Compliance Officer
San Francisco
Intrepid Voyager. Risk Maven. Lifelong Padawan.
Jennifer Akers
Jennifer Akers
Wealth Strategy Associate
San Francisco
Solution Seeker. Coffee Drinker. Chaos Coordinator.
Rick Ashburn, CFA®
Rick Ashburn
Principal
San Francisco
Tax Puzzle Solver. Ultra Runner. Inveterate Tinkerer.
Anne Atkinson
Anne Atkinson
Wealth Advisor
San Francisco
Creative Listener. Disciplined Investor. Hockey Fan.
Reggie Baggao
Reggie Baggao
Operations Associate
San Francisco
Problem Solver. Sneaker Lover. Par Seeker.
Mark Baker
Mark Baker
Firm Development Principal
San Francisco
Radically Inquisitive. Sports Nut. Blessed.
Cara Barr
Cara Barr
Wealth Advisor
San Francisco
Recovering Ironman Triathlete. Mama Bear. Human Rights & Impact Advocate.
Jason Beccaris
Jason Beccaris
Principal
San Francisco
Planning Obsessed. No Time for Sleep. Skiing & Mountain Biking Nut.
Stacey Blalock
Stacey Blalock
Principal | Director of M&A Integration
San Francisco
Bike Commuter. Globetrotter. Live Music Aficionado.
Annie Boschetti, MBA®, PHR®
Annie Boschetti
Principal | Head of People
San Francisco
Dog Mom. Fitness Enthusiast. Avid Baker.
Christopher Broderick
Christopher Broderick
Research & Portfolio Strategy Director
San Francisco
Jack of All Trades. Hamburgerista. Keeper of Bees.
Caroline Burns
Caroline Burns
Trading Associate
San Francisco
Worldwide Wanderer. Doggie Devotee. Knowledge Sponge.
Kenny Cheek
Kenny Cheek
Internal Firm Development Manager
San Francisco
Laugh Generator. Dog Dad. Voiceover Actor.
Melissa Cheong
Melissa Cheong
Client Service Associate
San Francisco
Problem Solver. Premier League Fantasy Fanatic. K-Drama Lover.
William Clements
William Clements
Principal
San Francisco
Fiduciary. Experienced Investor. Consigliere.
Tito Conocido
Tito Conocido
Client Service Associate
San Francisco
Eager Learner. Idea Sharer. Former Seminarian.