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
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
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Fritz Linkner, CFA
Principal
Michael Ma, ChFC, CFP®
Principal
Reed Minuth
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Director
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Matthew Kennedy, MBA
Wealth Manager
Wendy Kim
Manager
Mary LaMar
Controller
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Manager
Alyssa Morris, JD
Wealth Manager
Ray Polin, JD, AIF®
Wealth Manager
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Strategist
Elaina Serotte, CDFA
Manager
Roselyn Siino, CFP®
Financial Planner
Sonny Alberto
Associate
Peggy Armbruster
Associate
Benjamin Britton
Associate
Christopher Broderick
Research Associate
Sophia Cadenhead
Associate
Sergio Campos
Associate
Debbie Falzone
Associate
Linda Hirano
Associate
Julianne Jeffrey
Associate
Nathan Kish
Financial Planner
Matthew Kuriyama
Associate
Susan Matejovsky
Associate
Andrea Medakovic
Associate
Leslie Tietz
Office Manager

Jedd Segrist, JD, CFP®

Senior Wealth Strategist
Favorite Quote?

“Strive not to be a success, but rather to be of value.” - Albert Einstein

First Job?

I laid sod and planted trees. Not easy work!

Favorite place in the world?

Wengen, Switzerland

Favorite investment publication?

Howard Marks’ memos  

http://www.oaktreecapital.com/memo.aspx

Best advice from your parents?

Be humble, and keep learning.

About Jedd

  • Objective: To provide tailored, comprehensive wealth management plans, with a transparent fee structure. To be a true fiduciary. To provide seamless and tax-efficient wealth transfer plans, with both current and succeeding generations in mind. 
  • Snapshot: As a former lawyer and current Certified Financial Planner™ practitioner (CFP®), Jedd brings 12 years of estate and financial planning experience to Parallel.

Experience  

  • Attorney, Mitchell & Colmenero, LLP, Austin, Texas
  • Senior Analyst, Tolleson Wealth Management, Dallas, Texas

Education

  • University of Texas School of Law, JD
  • University of Nebraska, BS, Accounting

Affiliations & Boards

  • Member, Texas Bar
  • Certified Financial Planner™ practitioner (CFP®)
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