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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
Rick Ashburn, CFA, EA
Principal
Amy Barker, CFA, CFP®
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
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Michael Ma, ChFC, CFP®, MSFS
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Sergio Campos
Manager
Michael Connors
Wealth Advisor
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Manager
Wendy Kim
Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Alyssa Morris, JD
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Gray Jaggers
Associate
Ankit Kundaria
Associate
Matthew Kuriyama
Associate
Olivia Phillips
Associate
Savanna Schneider
Office Manager
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate

Jonathan Wittlin, CFP®

Wealth Planning Director
Favorite travel experiences?

Traveling is another passion of mine as I love learning about other cultures, and the perspective it provides. Some memorable experiences include exploring the South Island of New Zealand, roaming through cathedrals and castles in Prague, and spending 3 months on an overland camping trip through sub-Saharan Africa.

Favorite Quote?

"First with the head, then with the heart" is a snippet from a book called The Power of One which I read in high school. It really resonated with me then, and has stayed with me to this day. The quote sums up how I typically go about solving day to day and overall life challenges.

First Car?

A used 1982 Toyota Corolla. One day while driving about 35mph, a clumsy friend of mine knocked the gear shift into reverse, which blew out the reverse function entirely. I had no interest in spending what little money I had to fix the car, so from that point on the only way to back up was open the door, stick my left leg outside, and push the car back, Fred Flintstone style.

What do you do to unwind?

I love to be active and outdoors - hiking, camping, mountain biking, snowboarding, trail running, kayaking etc. I am a lifelong tennis fan, though my game is not what it used to be! I love music, reading, cooking, and I am trying (without much success) to teach myself to play a guitar.

Favorite thing to do with my family?

Nothing beats spending time with my wife Marina, my daughter Wallis (5), and my son Jordan (3 1/2). One frequent destination is Train Town in Sonoma followed by ice cream and a picnic on the Town Square.

About Jonathan

  • Objective: Jonathan's goal is to take Parallel's already impressive financial planning model to the next level. Jonathan works with select clients while focusing on the management and evolution of the planning practice.
  • Snapshot: Jonathan is a Certified Financial Planner™ practitioner who brings more than 16 years of experience in the wealth and financial planning industry. He has worked extensively with high-net-worth and ultra-high-net-worth families, building and implementing comprehensive financial plans which help clients bring their financial life into balance. Jonathan was also instrumental in the creation, growth, and subsequent management of an industry-leading financial planning platform.

Experience

  • Managing Director, Head of Financial Planning - Lenox Wealth Advisors, San Francisco
  • Senior Vice President, Financial Planning - Lenox Advisors, New York and San Francisco
  • Controller - Lenox Advisors, New York
  • Controller - Hibernia Communications | Palladium Equity Partners, New York
  • Senior Accountant - EMI Capital Music Group, New York

Education

  • Whitman School of Management, Syracuse University, BS in Accounting

Affiliations & Boards

  • Certified Financial Planner ™ practitioner (CFP®)
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