Parallel Advisors, LLC
Chris Yaros has a strong background in operations and technology management. Chris is currently the Director of Operations at Parallel Advisors, LLC, a role they started in April 2023. Before that, they worked as a Technology Manager at the same company from March 2022 to April 2023. Prior to joining Parallel Advisors, LLC, Chris worked at Schwab Charitable for over a decade, where they held the position of Managing Director, Operations & Digital Solutions. During their time at Schwab Charitable, they built and scaled technology-driven operations and oversaw a team handling thousands of transactions per year. Before Schwab Charitable, Chris worked at Charles Schwab, where they held various roles in transfer of accounts and personnel management.
Chris Yaros holds a Bachelor of Science degree in Biology and Anthropology from the University of Michigan. In July 2019, they obtained a certification as a Certified Scrum Product Owner (CSPO) from the Scrum Alliance.
Parallel Advisors, LLC
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, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: • Financial planning • Investment management • Investment manager due diligence • Retirement planning analysis • Philanthropic planning and evaluation • Institutional style bond and cash management • Portfolio analysis and comparison of investments and/or managers • Tax planning and preparation • Risk, insurance and annuity analysis • Research services • Intergenerational wealth transfer strategies