People
Our people arrive at Parallel from different places, with different backgrounds and experiences.
Some of us expatriated from traditional wirehouses, seeking a better deal for clients, one free from the conflicts of interest of the broker-dealer business model.
Some of us had our own small practices but opted to join forces with a larger firm offering support and resources unavailable to us as solo practitioners.
A few of us are determinedly rising through the ranks, from reception, to operations, to paraplanner, to advisor, gaining valuable experience and knowledge at each step.
And last but not least, our crack Operations, Planning, and Tax teams, the best in the business, taking care of even the tiniest details to ensure your client experience is a happy one.
Every one of us has a story to tell and knowledge and experience to share.
This is what gives us our superpower — call it “hybrid strength” — the combination of traits that make the firm greater than the sum of its parts.
Rendic, CJ
CJ Rendic
Founder & Principal | CEO
San Francisco
Parallel Prime Mover. Seafarer. Student of Life.
cj.rendic@paralleladvisors.com
Schutt, Jake
Jake Schutt
Principal | Chief Technology Officer
San Francisco
Parallel Tech Titan. Artist. Yes to Adventure.
jake@paralleladvisors.com
Gabianelli, Diane
Diane Gabianelli
Principal | Chief Financial Officer
San Francisco
Chief Plate Spinner. Seeker. Avid Biker-Hiker.
diane@paralleladvisors.com
Aldrich, Michael
Michael Aldrich
Principal | Chief Operating Officer
San Francisco
Girl Dad. Hokie. Cow Whisperer.
michael.aldrich@paralleladvisors.com
Srinivasan, Sangeetha
Sangeetha Srinivasan
Principal | Chief Compliance Officer
San Francisco
Intrepid Voyager. Risk Maven. Lifelong Padawan.
sangeetha.srinivasan@paralleladvisors.com
Akers, Jennifer
Jennifer Akers
Wealth Strategy Associate
San Francisco
Solution Seeker. Coffee Drinker. Chaos Coordinator.
jen.akers@paralleladvisors.com
Alberto, Sonny
Sonny Alberto
Client Service Associate
San Francisco
Globetrotter. Music & Food Seeker. Bay Area Sports Fanatic.
sonny.alberto@paralleladvisors.com
Armbruster, Peggy
Peggy Armbruster
Client Service Associate
San Francisco
Bureaucratic Shaman. World Traveler. Hoops Fan.
peggy@paralleladvisors.com
Ashburn, Rick
Rick Ashburn
Principal
San Francisco
Tax Puzzle Solver. Ultra Runner. Inveterate Tinkerer.
rick.ashburn@paralleladvisors.com
Atchison, Kristin
Kristin Atchison
Principal | Head of Mergers & Acquisitions
Adventure Sports. Storyteller. Outside-in Thinker.
kristin.atchison@paralleladvisors.com
Atkinson, Anne
Anne Atkinson
Wealth Advisor
San Francisco
Creative Listener. Disciplined Investor. Hockey Fan.
atkinson@paralleladvisors.com
Baggao, Reggie
Reggie Baggao
Operations Associate
San Francisco
Problem Solver. Sneaker Lover. Par Seeker.
reggie.baggao@paralleladvisors.com
Baker, Mark
Mark Baker
Firm Development Principal
San Francisco
Radically Inquisitive. Sports Nut. Blessed.
mark.baker@paralleladvisors.com
Barker, Amy
Amy Barker
Principal
Dayton
Solutions Specialist. Finance Finesser. Martial Artist.
amy.barker@paralleladvisors.com
Barr, Cara
Cara Barr
Wealth Advisor
San Francisco
Recovering Ironman Triathlete. Mama Bear. Human Rights & Impact Advocate.
cara.barr@paralleladvisors.com
Beccaris, Jason
Jason Beccaris
Principal
San Francisco
Planning Obsessed. No Time for Sleep. Skiing & Mountain Biking Nut.
jason@paralleladvisors.com
Blalock, Stacey
Stacey Blalock
Principal | Director of M&A Integration
San Francisco
Bike Commuter. Globetrotter. Live Music Aficionado.
stacey@paralleladvisors.com
Boschetti, Annie
Annie Boschetti
Principal | Head of People
San Francisco
Dog Mom. Fitness Enthusiast. Avid Baker.
annie.boschetti@paralleladvisors.com
Broderick, Christopher
Christopher Broderick
Research & Portfolio Strategy Director
San Francisco
Jack of All Trades. Hamburgerista. Keeper of Bees.
chris.broderick@paralleladvisors.com
Burns, Caroline
Caroline Burns
Trading Associate
San Francisco
Worldwide Wanderer. Doggie Devotee. Knowledge Sponge.
caroline.burns@paralleladvisors.com