Parallel Advisors, LLC
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Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Day... Read more
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CJ Rendic
Principal | Founder & CEO
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Christopher Broderick
Principal And Head Of Research And Trading
Diane Gabianelli
Chief Financial Officer
Jacob F. Schutt
Principal, CTO
Annie Boschetti
Chief People Officer
Bryon Thelen-Perry
VP of Revenue & Operations - (Wolverine Tax & Financial)
Sangeetha Srinivasan Mba
Chief Compliance Officer
Dashiell Thompson Cpa, Cgma
Head Of Tax
Chris Yaros
Director Of Operations
Salil Mehta
Director Of Alternative Investments
Cfp® Michael Ma, Msfs, Chfc
Principal, Cfp®
Michael Murray
Head Of Firm Development