We Work Together

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

Ray Polin, JD, AIF®

Wealth Manager
What has been my most majestic sight?

Standing beneath a sign on the Great Wall of China that declared, in English, “You’re not a great man, until you’ve walked the Great Wall!” Meanwhile, the Wall majestically disappears into the horizon in both directions. Spectacular!

My hero?

My father, Ray Polin, Sr. He accelerated his high school graduation, which enabled him to enlist into the United States Navy in 1944, whereupon he served his country in the South Pacific in World War II. The consummate family man, in 2006 his family awarded him his own PhD. degree, i.e. Perfect Husband and Dad. Now in his 90's, he continues to lead an exemplary life to this day. 

First job?

At 16, I was hired as a supermarket box boy for $1.65 per hour. But, I could fill the tank of my VW Bug for $2.00 because gas was 29.9₵ per gallon. 

Favorite part of our work?

My co-workers, who are the most generous, welcoming and enthusiastic team imaginable. The collaborative environment they foster makes it a pleasure to arrive in the office each day. 

Favorite Quote?

“You can never do your best, if you know ahead of time what that is”. George Allen, NFL Coach. 

About Ray

  • Objective: Ray's goal is to guide clients towards intelligent financial and life decisions. That is accomplished by combining a deep discovery process intended to identify issues important to each client, with the conflict-free resources available at Parallel.
  • Snapshot: I seek to be the trusted gatekeeper for clients. While still a newlywed, I turned to investment advisory after we “invested” my wife’s inheritance into a commission-rich, leveraged commodity scheme recommended by a broker. It was described as a basic, foundational investment. In the October 1987 market crash, not only did we lose every cent of the inheritance, but we had to fund a margin call. Altogether, we lost approximately 120% of our original “investment.”

Education

  • UCLA School of Law, Juris Doctorate
  • University of Southern California, Bachelor of Arts 

Experience

  • Managing Director, Sensiba San Filippo Financial Advisers LLC, San Mateo, CA
  • Director, KPMG Investment Advisors, San Francisco, CA
  • Principal, Halbert Hargrove Advisors, Long Beach, CA
  • Principal, Concerto Capital Management, Long Beach, CA
  • Portfolio Manager, Wells Fargo Trust, Los Angeles, CA
  • Financial Advisor, Merrill Lynch, Los Angeles, CA
     
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