Parallel Advisors Announces the Return of Wealth Manager Alyssa Morris

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Alyssa Morris brings value added advisory approach to collaborative firm. Morris is Parallel's third female advisor.

Parallel Advisors has announced the return of Alyssa H. Morris, a Wealth Manager, to its San Francisco office. “I am thrilled,” says Alyssa, “to be re-joining Parallel where I have access to a rare find in the RIA industry – the combination of a robust technology platform, top-notch operational support, and a collaborative group of advisors who are committed to excellent client service.”

Ms. Morris brings over 16 years of diverse financial and legal industry experience as well as her business acumen to her career as an advisor. She practiced as a corporate attorney at Latham & Watkins LLP and worked in investment banking at Bankers Trust in New York as well as UBS Investment Bank and Probitas Partners in San Francisco. She began her career in personal financial advising at Parallel Advisors.

Alyssa received a BS in Economics from the Wharton School at the University of Pennsylvania and earned her law degree from the Georgetown University Law Center. She is a Member of the Financial Planning Association and contributes a significant amount of her time to the Marin Community Clinics as Secretary of the Board of Directors, Head of its Strategic Planning Committee and Member of its Finance Committee.

Alyssa lives with her husband, David, and two daughters, in San Rafael, CA. In her free time, she loves to run, do CrossFit and explore the outdoors with her family.

Parallel 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, “Alyssa Morris is a high caliber advisor with great experience, keen intellect and tremendous like-ability. In an industry where 85% of advisors are male, Alyssa is the third woman advisor to join Parallel recently. Her presence deepens an established coterie of female leaders including Diane Gabianelli, CFO and Operations Head, Stacey Blalock. We are ecstatic to have Alyssa back on our team!”
Parallel Advisors is a fast-growing, San Francisco-based, independent advisory firm with offices in San Francisco, Denver and Dayton.

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