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We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.

Profile

Jason Beccaris, JD
Chief Planning Officer
Diane Gabianelli, MBA
President and CFO
Brian OKeefe, MBA
Chief Investment Officer
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Amy Barker, CFA, CFP®
Principal
Kurt Beyer, PhD
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Bruce Edwards
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Matthew Kennedy, MBA
Wealth Manager
Wendy Kim
Manager
Mary LaMar
Controller
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Manager
Alyssa Morris, JD
Wealth Manager
Ray Polin, JD, AIF®
Wealth Manager
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Manager
Roselyn Siino, CFP®
Financial Planner
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Sophia Cadenhead
Associate
Sergio Campos
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Julianne Jeffrey
Associate
Nathan Kish
Financial Planner
Matthew Kuriyama
Associate
Susan Matejovsky
Associate
Andrea Medakovic
Associate
Leslie Tietz
Office Manager

Joe Fukumoto

Manager
Three greatest LIVING musicians?

As a drummer, I appreciate the immense talent and abilities of many of today’s modern contemporary drum masters. There are so many. However one guy stands out in my mind. His name is Thomas Lang. He is not human. He can do things on a drumset that have to be seen to be believed. On the guitar, again so many! But a Brit named Guthrie Govan is the man. Incredible guitarist. Check out his work with his current band “The Aristocrats”.

On the bass, Victor Wooten is my pick. His work speaks for itself. I love the bass. In retrospect, if I could go back in time and choose another instrument, it would be the bass guitar. Not acoustic….electric! Bass players are the last to show up at a gig, the first to leave. Drummers are the opposite!

One thing I could change about myself?

My height. When I get rich enough, I’ll always fly in the First Class section. Being 6’4” in Coach for 8-10 hours is not something I wish on anyone.

Sound I love the most?

The sound of my 16” Sabian O-Zone crash cymbal. I cannot hit that thing enough. All my drummer buddies want one too.

Best memory as a surfer.

There was a day I was out with two friends at a secret spot on the island of Kauai. The waves were a perfect 6-8 feet, slight offshore winds ALL DAY. No one else was there. Just us. We surfed from early morning until the sun went down. That day was a gift from Heaven!

About Joe

  • Snapshot: Joe has more than 30 years experience in sales and marketing and is the firm’s relationship manager. He is responsible for maintaining the firm’s high service standards. Joe is also registered as an investment advisor representative with the Securities and Exchange Commission.

 

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