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

Fred Molfino, CPWA®

Wealth Advisor
Favorite sport and food?

I love golf, especially links golf in places such as the UK and Bandon Dunes in Oregon...beautiful landscapes and breathtaking vistas that leave you not caring about your score! And, you add amazing lasagna and a full-bodied Barolo we might have a perfect day! 

What do I do to unwind?

Hiking through the Marin Headlands or Tennessee Valley; playing a round of golf with my sons or buddies; enjoying a glass of wine with my wife. 

Most terrifying memory?

Being taught to swim, as a young boy, by being tossed into the deep end of a swimming pool...even at age 50, the memory lingers! 

First job?

Norby’s Yogurt on Belden Place in SF Financial District circa 1988

Favorite quote?

The Chinese use two brush strokes to write the word ‘crisis’.  One brush stroke stands for danger; the other for opportunity.  In a crisis, be aware of the danger, but recognize the opportunity’ – John F. Kennedy

About Fred

  • Objective: Fred’s mission is to connect a client’s financial world with their end goal of living a fulfilling and impactful life. Placing a client’s unique life story at the center of the planning conversation, Fred uses his resources and expertise, to craft a financial plan that align a client’s means with their objectives. 
  • Snapshot: Fred’s professional career in financial services and wealth management spans nearly three decades. His path has gone from boutique investment banks to working with bulge-bracket Wall Street firms to co-founding an independent RIA firm. He has had hands-on experience in all aspects of the wealth management business! 

Experience

  • Co-Founder, Three Bridge Wealth Advisors, Portola Valley, CA SVP, Morgan Stanley Smith Barney, Menlo Park, CA
  • Principal, Robertson Stephens & Co, San Francisco, CA 

Education

  • Boston College, BA – Economics, Philosophy
  • Chartered Private Wealth Advisor – Investment Management Consultants Association 

Affiliations & Boards

  • Board Member, Pomeroy Recreation & Rehabilitation Center, San Francisco, CA Development Coach, All Stars Project, San Francisco, CA
  • Former Board Member, Chinese American International School, San Francisco, CA 
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