Parallel Advisors, LLC
Tito Conocido has extensive experience in operations and client services within the financial industry, currently serving as an Operations and Client Services Associate at Parallel Advisors, LLC since June 2020. Previously, Tito worked at Aspiriant as a Portfolio Administrator from June 2018 to June 2020 and also held the same position briefly in 2017. Earlier roles include a New Account Onboarding Associate at First Republic Private Wealth Management in 2017, and various positions such as Quality Control Specialist and Sr. Operations Associate within the same company from 2007 to 2016. Tito's career began at LPL Financial, where responsibilities included corporate actions and new account specialization from 1999 to 2007. Tito holds a Bachelor of Arts and Philosophy degree from St. Francis De Sales Major Seminary, earned between 1993 and 1998.
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