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
Principal
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Principal
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Rick Ashburn, CFA, EA
Principal
Amy Barker, CFA, CFP®
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Ann Lucchesi, CFP®, CEP
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Fred Molfino, CPWA®
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Client Service Associate
Christina Anzel, JD, LLM
Wealth Strategist
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Linda Hirano
Office Manager
Gray Jaggers
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Ivan Lancaster, JD
Wealth Strategist
Leo Linden
Core Service Associate
Olivia Phillips
Client Service Associate
Savanna Schneider
Office Manager
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Chris Yaros
Client Service Associate
Fritz Linkner, CFA
Wealth Advisor
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
