How Advisors Are (and Aren't) Leveraging Alts

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.

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Ken Frier, CFA

Chief Investment Officer, Atlas Capital Advisors

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.

Mr. Frier is currently the CIO of Atlas Capital Advisors, a San Francisco-based RIA, and a member of the Investment Advisory Group of the Alaska Permanent Fund. Mr. Frier's career includes extensive research, writing, and speaking on asset allocation and investment risk management. 

Mr. Frier graduated with honors in Mathematical Science from the University of North Carolina, Chapel Hill, and has an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller scholar.

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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.

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Reed Nothwang, CFP

VP & Wealth Advisor, Compound Planning

Reed Nothwang is an experienced wealth advisor with over 9 years of experience in the wealth management space.

At Compound Planning, Reed advises a select group of big law attorneys and tech employees, providing customized advice that simplifies and enhances their financial lives.

Reed is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in assisting attorneys to structure their financial life to account for inconsistent income, high cash compensation, and risk mitigation. He also advises technology employees through the pre-IPO and post-IPO process to maximize the value of their equity compensation.

Prior to joining Compound Planning, Reed served as a Wealth Advisor at Cerity Partners and Brouwer & Janachowski. He received his B.A. in Economics from California Lutheran University. 

Outside of work, you may find Reed competing on a basketball court, soccer field, or doing some high altitude hiking. He and his wife are licensed foster parents, and are very involved in supporting children in foster care along with their families. He is a California native and resides in the East Bay with his wife, Riki, and their three children (Ellie, Noble and Haven).

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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.

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