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

Michael Stephens

Principal
Favorite book?

Siddhartha by Herman Hesse

My heroine?

My mother. She ​raised four kids with love, style and tenacity while fighting Multiple Sclerosis.

 

What do you like about your job?

​I ​am a ​student of the stock market because it reflects a global view on our economy, ​our ​culture, styles​ and ​fads, emotions​ and political systems.​ The dynamic environment at Parallel is a microcosm of the market with constantly evolving conversations and ​debates on trends and events affecting the markets and our clients.

 

How do you blow off steam?

I love sailing on San Francisco Bay. One minute it can be absolutely beautiful and the next minute you are on your ear trying to wrestle control of the boat. I can’t get enough of it.

First job?

Dragging my dad’s old Jacobsen push​ lawn mower around the neighborhood with my buddy,​ Mike. Our greatest challenge was convincing the neighbors that two 12 year old boys were responsible enough to cut their grass.

About Michael

  • Objective: Michael's goal is to be the “Trusted Advisor” that his clients turn to first ​to help with all their financial questions and issues.
  • Snapshot:  Michael has 19 years of experience providing personalized financial ​service and advice.  He specializes in ​wealth management, comprehensive ​f​inancial ​p​lanning and investing in​ & managing real estate.​

Experience

  • Director & Chief Compliance Officer, Rosenblum Silverman Sutton Investment Counsel, San Francisco, CA
  • Financial Consultant, Charles Schwab & Co, San Francisco and Redwood Shores, CA
  • International Operations and Trading, Charles Schwab Asia Pacific Services, San Francisco, CA

Education

  • Wittenberg University, BA, Business Administration
  • National Taiwan University (Tai Da), Mandarin Chinese Certificate

Affiliations & Boards

  • ​Coach, Southern Marin Lacrosse Club "Wolfpack"
  • Member, San Francisco Apartment Association
  • Member, Financial Planning Association 
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