People Moves

Parallel Advisors Hires Wealth Manager In The Golden State

Eliane Chavagnon Editor - Family Wealth Report September 21, 2015

Parallel Advisors Hires Wealth Manager In The Golden State

The California-based independent advisory firm has recruited from Rosenblum, Silverman and Sutton in San Francisco.

San Francisco-based Parallel Advisors has hired Michael Stephens as a wealth manager.

Stephens worked at Rosenblum, Silverman and Sutton from 2002 until 2015 as an advisor, director of business development and client services, and chief compliance officer.

He started his career within Charles Schwab & Co's Asia-Pacific group managing overseas client trading and operations. Before that, he worked in Schwab’s employee branch, handling executive options and restricted stock.

Parallel Advisors has offices in San Francisco, CA, Denver, CO, and Dayton, OH.

The firm’s founder and chief executive, CJ Rendic, launched Parallel Advisors in 2006.

 

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