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

Diane Gabianelli, MBA

President and CFO
Favorite sport?

I love to ski with my kids, especially the terrain parks. I end up with a lot of bumps and bruises, but it’s worth it!

Favorite part of my job?

Collaborating with the team. It is a smart, motivated, caring, and fun group of folks!

Favorite holiday tradition?

Baking breads for my friends and neighbors and delivering them on Christmas Eve. I fondly remember doing that with my mom growing up.

Most terrifying memory?

Being chased by a herd of elephants in Malawi.  I survived.

Favorite piece of advice?

“Life happens for you not to you.”

About Diane

  • Objective: Diane's goal is to support the growth of a well-regarded and innovative wealth management firm that values integrity, transparency, and its fiduciary responsibility to its clients.
  • Specialized Responsibilities: Chief Financial Officer and Marketing Committee Chair
  • Snapshot: Diane brings extensive experience in managing business operations, developing and executing marketing plans, and governing financial performance.

Experience

  • Management Consultant, San Francisco Bay Area; executed strategic finance, marketing, and business development projects for small company CEOs    
  • Chief Operating Officer, Terravera, Inc., San Francisco, CA
  • Financial Advisor, Resolution Trust Corporation, Los Angeles, CA
  • Financial Associate, AEW Capital Management, Boston, MA
  • Financial Analyst, Chemical Bank, New York, NY

Education

  • University of California, Berkeley, MBA, Marketing
  • Dartmouth College, BA, Economics

Affiliations & Boards

  • Former President, Board of Trustees, Mark Day School, San Rafael, CA
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