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

Nathan Kish

Financial Planner
Who are your biggest motivators?

My family.  They showed me the true value of hard work, and its benefit for my future.

Where is the most interesting place you have visited?

I would have to say Prague.  Being surrounded by all the old architecture was really something I enjoyed.  It was like stepping in a time machine walking around all the centuries old buildings and streets. 

What do I like do to do for fun outside of the office?

When I was living at home in Pennsylvania it was definitely going for hikes or fishing with my brother.  Now that I’m in California, I’d have to say I’m happy I am surrounded by such beautiful hiking trails and now can start paddle boarding way more often.  

If you were trapped on a desert island with one book what would it be?

Either “The Shining” by Stephen King, or any of the “Game of Thrones” books by George RR Martin.

What was one of the most memorable experiences you’ve had in college?

Experiencing F.C. Barcelona win the UEFA Champions League title while I was taking a summer session class in Barcelona with my buddies JC, Brian, and Sean. One of the coolest experiences I have ever been a part of. Truly a once in a lifetime experience! 

About Nathan

  • Objective: Nate’s objective is to support our Financial Advisors and Financial Planners in managing client relationships, financial plans, and investment accounts.  
  • Experience
  • Financial Advisory Intern, Parallel Advisors, LLC., San Francisco, CA

Education

  • The University of Scranton, BS, International Business, minor in Finance 
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