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Matthew Kennedy

Principal at Parallel Advisors

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Email Email: m****@paralleladvisors.com

phone noPhone Number: (***)-***-****

Parallel Advisors is an independent fee only wealth management firm focused on financial planning, investment management and tax planning. Parallel Advisors has been recognized as one of ...

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PARALLEL ADVISORS

PARALLEL ADVISORS

  • description Description
    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 ...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Parallel Advisors Org Chart and Mapping

Employees
Gray Jaggers

Gray Jaggers

Associate Wealth Manager - Wealth Strategist

Salil Mehta

Salil Mehta

Alternatives Portfolio Manager

Austin Witherill

Austin Witherill

Wealth Planning Associate

Leslie Tietz

Leslie Tietz

Office Manager

Nancy Grile

Nancy Grile

Associate

Savanna Schneider

Savanna Schneider

Operations Associate

Ashley Zehrung

Ashley Zehrung

Wealth Managment Intern

Chris Yaros

Chris Yaros

Director of Operations

Kyte Crigger

Kyte Crigger

Wealth Strategy Associate

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Frequently Asked Questions Regarding Matthew Kennedy

Answer: Matthew Kennedy works for Parallel Advisors as Principal

Answer: Matthew Kennedy’s role in Parallel Advisors is Principal

Answer: Matthew Kennedy's email address is m***@gmail.com

Answer: Matthew Kennedy's business email address is m****@paralleladvisors.com

Answer: Matthew Kennedy’s direct phone number is (***)-***-****

Answer: Matthew Kennedy works in the industry of: Financial Services

Answer: Matthew Kennedy is the current Principal at Parallel Advisors.... Read More

Answer: Matthew Kennedy works Parallel Advisors located at 150 Spear St, San Francisco, California, 94105, United States

Answer: Parallel Advisors's Principal is Matthew Kennedy

Answer: Matthew Kennedy contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@paralleladvisors.com

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