| Panel: Nicole Tanenbaum, Partner & CIO, Chequers Financial Management Nicole leads portfolio strategy and investment management at Chequers Financial Management, overseeing investment philosophy integration, manager selection, asset allocation, and portfolio oversight. She partners closely with advisors and clients to deliver comprehensive financial planning for high net worth and ultra-high net worth families, with expertise in investment, tax, estate, and liquidity planning.
Stacey Chin, MA, CFP®, ChFC® CIO and Private Wealth Advisor, Treehouse Wealth Advisors Stacey Chin brings her experience in wealth management and financial planning to Treehouse Wealth Advisors (“TWA”). Stacey manages individual, customized portfolios structured to help her clients reach their financial goals. On a Sunday morning in the summer, Stacey can be found reading a book with a hot cup of coffee. In the winter, you will find her on the ski slopes. If you’ve looked both those places and she’s nowhere to be found, she most likely is with friends or family, traveling, or eating something delicious. Over the years, Stacey has refined her skills as an excellent oyster shucker but she likes to keep it secret because she’d rather someone else shuck them for her. Aw shucks Stacey, cats out of the bag! Originally from Sacramento, CA, Stacey received her double B.A. degree in Sociology and International Relations – Political Science from the University of California, San Diego and her Masters in Social Science from the University of Chicago.
Ken Frier, CFA, CIO, Atlas Capital Advisors Chief Investment Officer Ken Frier has over 30 years of experience as an institutional investor, having been Chief Investment Officer of The Walt Disney Company, Hewlett-Packard Company, Stanford Management Company and the UAW Retiree Medical Benefits Trust, and having overseen up to $60 billion. Ken holds a BS in Mathematical Science with honours from the University of North Carolina, Chapel Hill, an MBA from the Stanford Graduate School of Business, and the Chartered Financial Analyst designation.
Brianna Mariolle, Partner & Senior Wealth Advisor, Beacon Pointe Advisors Brianna is a Partner and Senior Wealth Advisor in the Beacon Pointe Campbell office who specializes in providing comprehensive wealth management advice to ultra-high-net-worth individuals and families. With over a decade of experience, her approach combines a deep understanding of complex financial entities with a focus on multi-generational, long-term growth. She works closely with clients to navigate the intricacies of estate planning, tax strategies, wealth transfer, investment management, and risk mitigation in order to create tailored recommendations for each client. Her goal is to build strong, lasting relationships, while ensuring that clients not only achieve their financial goals but also feel confident and informed every step of the way. Brianna earned her B.S. in Economics from The Wharton School, University of Pennsylvania, with a triple concentration in Finance, Risk Management, and Operations & Information Management. She is also a Chartered Financial Analyst (CFA®) and a member of the Bay Area chapter. Brianna currently resides in Redwood City, CA, with her husband and dog, where she serves on the board of the Redwood City Improvement Association. Outside of the office, she enjoys traveling, following current events and financial markets, and trying new culinary experiences. |
