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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.
cj.rendic@paralleladvisors.com
Jake Schutt
Jake Schutt
Principal | Chief Technology Officer
San Francisco
Parallel Tech Titan. Artist. Yes to Adventure.
jake@paralleladvisors.com
Diane Gabianelli, MBA
Diane Gabianelli
Principal | Chief Financial Officer
San Francisco
Chief Plate Spinner. Seeker. Avid Biker-Hiker.
diane@paralleladvisors.com
Michael Aldrich
Michael Aldrich
Principal | Chief Operating Officer
San Francisco
Girl Dad. Hokie. Cow Whisperer.
michael.aldrich@paralleladvisors.com
Sangeetha Srinivasan
Sangeetha Srinivasan
Principal | Chief Compliance Officer
San Francisco
Intrepid Voyager. Risk Maven. Lifelong Padawan.
sangeetha.srinivasan@paralleladvisors.com
Jennifer Akers
Jennifer Akers
Wealth Strategy Associate
San Francisco
Solution Seeker. Coffee Drinker. Chaos Coordinator.
jen.akers@paralleladvisors.com
Sonny Alberto
Sonny Alberto
Client Service Associate
San Francisco
Globetrotter. Music & Food Seeker. Bay Area Sports Fanatic.
sonny.alberto@paralleladvisors.com
Peggy Armbruster
Peggy Armbruster
Client Service Associate
San Francisco
Bureaucratic Shaman. World Traveler. Hoops Fan.
peggy@paralleladvisors.com
Rick Ashburn, CFA
Rick Ashburn
Principal
San Francisco
Tax Puzzle Solver. Ultra Runner. Inveterate Tinkerer.
rick.ashburn@paralleladvisors.com
Anne Atkinson
Anne Atkinson
Wealth Advisor
San Francisco
Creative Listener. Disciplined Investor. Hockey Fan.
atkinson@paralleladvisors.com
Reggie Baggao
Reggie Baggao
Operations Associate
San Francisco
Problem Solver. Sneaker Lover. Par Seeker.
reggie.baggao@paralleladvisors.com
Mark Baker
Mark Baker
Firm Development Principal
San Francisco
Radically Inquisitive. Sports Nut. Blessed.
mark.baker@paralleladvisors.com
Jason Beccaris
Jason Beccaris
Principal
San Francisco
Planning Obsessed. No Time for Sleep. Skiing & Mountain Biking Nut.
jason@paralleladvisors.com
Stacey Blalock
Stacey Blalock
Principal | Director of M&A Integration
San Francisco
Bike Commuter. Globetrotter. Live Music Aficionado.
stacey@paralleladvisors.com
Annie Boschetti, MBA, PHR
Annie Boschetti
Principal | Head of People
San Francisco
Dog Mom. Fitness Enthusiast. Avid Baker.
annie.boschetti@paralleladvisors.com
Christopher Broderick
Christopher Broderick
Research & Portfolio Strategy Director
San Francisco
Jack of All Trades. Hamburgerista. Keeper of Bees.
chris.broderick@paralleladvisors.com
Caroline Burns
Caroline Burns
Trading Associate
San Francisco
Worldwide Wanderer. Doggie Devotee. Knowledge Sponge.
caroline.burns@paralleladvisors.com
Kenny Cheek
Kenny Cheek
Internal Firm Development Manager
San Francisco
Laugh Generator. Dog Dad. Voiceover Actor.
kenny.cheek@paralleladvisors.com
Melissa Cheong
Melissa Cheong
Client Service Associate
San Francisco
Problem Solver. Premier League Fantasy Fanatic. K-Drama Lover.
melissa.cheong@paralleladvisors.com