Parallel Hires Wealth Advisor, Michael W. Stephens

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Parallel Advisors has announced the hiring of Michael W. Stephens as Wealth Manager.

Parallel Advisors has announced the hiring of Michael W. Stephens as Wealth Manager. Mr. Stephens has 18 years of experience providing wealth advisory services for high net worth clients. Michael worked with Rosenblum, Silverman and Sutton from 2002-2015 as an Advisor, Director of Business Development, Client Services and Chief Compliance Officer. Stephens began his investment career at Charles Schwab & Co.'s Asia Pacific group managing overseas client trading and operations. Michael earlier worked in Schwab’s employee branch handling executive options and restricted stock. In the retail branch network, he worked as a registered representative specializing in investment management and client services.

“Parallel has built a client focused, collaborative atmosphere that puts the entire firm’s resources and intellectual capital at my disposal,” said Stephens. “This accrues to the direct benefit of my clients in solving their most complex financial issues.”

Michael received a BA in business administration from Wittenberg University, Springfield, Ohio. After graduating, Michael lived in the People's Republic of China and the Republic of Taiwan for three years teaching English as a second language, acting as a cultural consultant and studying Mandarin Chinese. He is a Member of the Financial Planners Association, the Investment Advisor Association and the San Francisco Apartment Association.

Michael lives with his wife Elena and two sons in Tiburon, CA. He is an expert sailor and coaches youth lacrosse.

Parallel Advisors is a fast-growing, San Francisco-based, independent advisory firm with offices in San Francisco, Denver and Dayton. CEO and founder, CJ Rendic, started Parallel Advisors in 2006 to become a national advisory firm, sought after by clients, advisors, and employees who seek the extraordinary. Says Rendic, “Michael is an extremely experienced and talented advisor who takes his client responsibilities very seriously. We look forward to leveraging his client service and business development expertise to the benefit of all Parallel clients and advisors.”


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Jim Miller

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