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

Fritz Linkner, CFA

Principal
Recommended vacation?

Traveling the corniche roads of southern France visiting villages and looking out over the Mediterranean Sea.

What bucket list item would you recommend?

Scuba diving with the fish and coral in 80 degree waters off the coast of St. John, Virgin Islands.

Can you cook?

Not a lot but I make killer Sunday morning omelets, holiday New England clam chowder, steaks and chili with beer.

What do you do outside of work?

Spend time raising my son trying to give him the tools to make the most out of life, walk my Frenchie, Newton, and feed crickets to a bearded dragon named Stomp.

Who’s your role model?

My dad took my brother and me when we were kids on “rounds” at the hospitals in Phoenix so he could spend time with us while he saw patients. He said always do your best, respect nature and be happy.

About Diane

  • Objective: Fritz’s objective is to give clients the peace of mind to entrust their money with an advisor who can take care of their investments so they can focus on everything else.
  • Snapshot: Fritz has spent the past 25 years learning the dos and don’ts of investing by understanding what makes companies successful and what investable themes offer the biggest rewards. He believes these are the building blocks for constructing financial solutions for clients. 

Experience

  • Director of Research at RSS Investment Counsel
  • Portfolio Manager and Research Analyst at Husic Capital Management

Education

  • University of Southern California, Marshall School of Business, MBA Finance
  • Brown University, BA, History and Organization Behavior and Management

Affiliations & Boards

  • Chartered Financial Analyst
  • CFA Institute/CFA Society of San Francisco
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