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

Mary LaMar

Controller
Best decision you’ve made?

To move to San Francisco from Chicago in 2009. California is truly a giant playground for an outdoor enthusiast like me. Whether I’m camping in Big Sur, hiking in Yosemite or kayaking/skiing in Tahoe, I’ve never regretted my decision to move to California.

Personal accomplishment you’re proud of?

Learning to snowboard at 40. I grew up skiing and had only tried snowboarding once before in my 20's, which quite promptly ended in a trip to the Vail emergency room with a broken wrist.

Any secret talents?

I’m really good at travel planning and finding good travel deals. I think I may have been a travel agent in my past life.

Something outside of work that you’re passionate about?

I love working out and staying active. For me, exercise is just as rewarding mentally as it is physically.

Scariest travel experience?

Rappelling down a cave wall using only tattered ropes to reach a hidden lagoon near Railay Beach, Thailand.

About Mary

  • Objective: Mary’s goal is to oversee all financial and accounting activities for the firm. She works closely with the CFO to manage budgeting, financial analysis and reporting, payroll, client billing, as well as the Human Resource activities for the firm.
  • Snapshot: Mary brings over 20 years of experience in the financial services industry to Parallel Advisors. A self proclaimed “Jill-of-all-trades” she uses her efficiency, time-management and problem solving skills to effectively support the financial activities of the firm.

Experience

  • Institutional Client Service/Analyst, The Advisory Group, San Francisco, CA.
  • Account Manager, Geneva Investment Management, Chicago, IL.
  • Financial Advisor, Merrill Lynch, Chicago, IL.
  • Associate, Merrill Lynch, Chicago, IL.

Education

  • Loyola University Chicago - Finance
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