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

Sophia Cadenhead

Associate
Ways to Unwind?

I believe fitness is an essential aspect of happiness! My favorite way to unwind is to

get outside for a hike or run with my Toy Australian Shepherd, Manny. 

 

Favorite Quote?

“It should not be denied... that being footloose has always exhilarated us. It is associated in our minds with escape from history and oppression and law and irksome obligations, with absolute freedom, and the road has always led West” -Wallace Stegner 

Favorite place on the planet?

Deadman’s Point, Jackson Lake GTNP around sundown. 

 
Interesting fact about me?
My grandmother breeds show dogs and when I was little I showed dogs under the American Kennel Club. I “finished” my first champion show dog when I was 12 years old and ranked 15 out of the top 25 dogs in the country, which resulted in my dog and I being invited to the Eukanuba dog show in California where I showed on TV! 

 

 

About Sophia

  • Objective: Sophia's goal is to develop the highest level of synergy, efficiency and productivity for the firm and clientele. 
  • Snapshot: Prior to Parallel, Sophia’s experience in client facing roles in fitness industries, NGO, and venture capital has given her a strong foundation for creating operational efficiency and excellent client services. Her operation skills include research, document processing, and developing marketing and CRM analytics.

Experience

  • Assistant, Aspect Ventures, Palo Alto, CA; provided analytical and logistic support to CEO and COO as well as provided all of the firms office management needs. 
  • Assistant, Asylum Access, Oakland, CA; provide on demand assistance to executive director and variety of organization needs. 

Education

  • University of San Francisco, B.S. Business Administration, Entrepreneurship and Innovation
  • Study Abroad: Calí, Colombia 

 

See how you're connected