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

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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