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
Rick Ashburn, CFA, EA
Principal
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
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
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
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 Strategist
Elaina Serotte, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Financial 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
Leslie Tietz
Office Manager
Sofia Yagudaeva
Associate
Kurt Beyer, PhD
Principal
Favorite part of my job?
Helping people live their best lives
First job?
Digging for clams in Long Island Sound and selling them by the bushel
First car?
VW Beetle Convertible
Favorite piece of advice?
“We tend to overestimate what we can accomplish in a year. We tend to underestimate what we can accomplish in five years.”
My hero?
My father, who survived Nazi Germany as a boy and lived the American dream
About Kurt
- Objective: Kurt's goal is to help Parallel Advisors expand its offerings to San Francisco entrepreneurs and start-ups.
- Snapshot: From flying F-14 Tomcats to mentoring entrepreneurs to building start-ups, Kurt brings years of disciplined expertise and business insight to his clients and the firm.
Experience
- Faculty Member, Haas School of Business, University of California, Berkeley, CA
- Financial Advisor, Morgan Stanley, San Francisco, CA; worked with executives at IPO start-ups Yelp and Marin Software, in addition to many successful earlier-stage companies
- Faculty Member, United States Naval Academy, Annapolis, MD
- Founder & CEO, Riptopia Digital Media, Washington DC and San Francisco, CA
- Naval Officer, United States Navy
Education
- University of California Berkeley, PhD, History of Science and Technology
- Oxford University, MA, Economics and Philosophy
- United States Naval Academy, BS, Engineering and History
Affiliations & Boards
- Author, Grace Hopper and the Invention of the Information Age, named one of the Top 10 Science/Technology Books for 2010/2011 by the American Library Association
