Our Team

Adrianne Yamaki, CFP®

Founder & Managing Partner

The childhood of our Founder, Adrianne
Yamaki, had a profound and direct
impact on her chosen profession.

Adrianne’s MBA and background in strategy consulting, coupled with her 20 years of experience managing the finances of affluent families, lead to multidimensional insights and solutions which go beyond the work of a traditional advisor. After many years of building and running her client practice at two stellar legacy Wall Street firms, Adrianne recognized that to best serve her clients and team she had to establish her own firm. She founded Strategic Wealth Capital in 2019 with a clear vision for the business she wanted to create and a strong continued commitment to the client families she serves. Adrianne Yamaki has lived in France, Switzerland, the U.K., and China and speaks fluent French. Adrianne’s husband Rick is a pilot for Alaska Airlines, and they live with their daughters Audrey, Elizabeth, and Michele and their dog Roger in San Francisco. When not working, Adrianne enjoys long-distance running and taking opera lessons.

Awards and Recognition

  • Forbes Top Women Wealth Advisor Best-In-State in 2023 and 2022
  • Top Wealth Advisor Mom (SHOOK Research and Working Mother) in 2021, 2020, 2018, and 2017
  • Speaking engagements at Visa, American Express, Circular Board, SF Chamber of Commerce, Affirm & The Battery
  • Selected by senior management at Morgan Stanley as 1 of 18 professionals out of 250+ nominations to be a MAKERS@ in 2019. MAKERS@ is an organization that celebrates the achievements of select women and men across multiple fields and exists to accelerate the women’s movement

Education

  • Certified Financial Planner TM, 2003
  • MBA, Booth School of Business, University of Chicago (with Honors) 2006
  • B.A., Economics, Mills College (with Honors) 1997
  • Institut d’Etudes Politiques, Paris, France, 1996

Experience

  • Morgan Stanley, Senior Vice President, CFP®, Financial Advisor (2009-2019)
  • American Express, Senior Manager, Strategy Group (2008-2009)
  • Booz Allen Hamilton, Strategy Associate (2006-2008)
  • Merrill Lynch, Senior Financial Advisor, CFP® (1998-2004)

Our Team

Knowledge, Effectively Applied.

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Ana Lopes Monteiro

Director of Client Services

Ana Lopes Monteiro began her career at Chase in 2009 and has worked with Adrianne since 2015, leaving Morgan Stanley to join Adrianne at Strategic Wealth Capital at its launch in Sept 2019. Ana coordinates all phases of client relationship management, including client onboarding and collaborating with key client intermediaries. A dedicated problem-solver, Ana is committed to attentive, personalized service and is appreciated for her ability to anticipate clients’ needs. Ana lives with her husband, Barclay and their two daughters, Ariella and Brielle in the East Bay.

Experience

  • Morgan Stanley, Senior Registered Service Associate (2013-2019)
  • JP Morgan Chase Bank, Assistant Branch Manager (2009-2013)

Education

  • Sacramento State University, Bachelor of Science Degree in Finance and Marketing, 2008
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Jen Miller

Client Service Associate

Jen has 20+ years of banking and client service experience, having previously worked at Silicon Valley Bank and First Republic Bank. She joined Strategic Wealth Capital in 2022 as a Client Service Associate. Jen grew up in the countryside in Southern California where she was an avid horseback rider and owner for over 15 years. After high school, Jen moved to the East Coast where she attended Boston College. She lived in the Boston area for almost 10 years before moving back to Northern California.

She currently resides on the Peninsula with her son, Colten. Her hobbies and passions include traveling, cooking, baseball (go Angels!), and attending her son’s cross country meets and tennis matches.

Experience

  • Silicon Valley Bank – Senior Operations Specialist (2002-2006); Cash Management Specialist (2001-2002); Senior Client Representative (1999-2001)
  • First Republic Bank – Senior Preferred Banking Associate (2013-2022)

Education

  • Boston College, Boston, MA: Bachelor of Arts and Sciences, Major in Psychology
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Rebecca Hoeg

Client Service Associate

In 2016 Rebecca began her career in financial services at Jefferies Financial Group as a Sales Assistant within their Institutional Equity division. In her role, she provided support to the sales team and worked closely with corporate access and equity research to coordinate roadshows. Prior to joining Strategic Wealth Capital in 2023, Rebecca worked at Great Point Wealth Advisors as the Director of Client Service where she was responsible for ensuring new clients enjoyed a smooth transition to Great Point’s wealth advisory services.

In her free time, Rebecca loves to keep active and enjoys running, traveling, trying new restaurants, and spending time with friends and family. Rebecca resides in Carlsbad, CA with her husband, Jon and their son, Jonathan Jr.

Experience

  • Great Point Wealth Advisors, Director of Client Service (2018-2023)
  • Jefferies LLC, Equity Sales Assistant (2016-2018)
  • Marketing Coordinator, Eversource Energy (2013-2016)
  • Marketing Intern, The New England Patriots (2012)

Education

  • Skidmore College, Saratoga Springs, NY: Bachelor of Science in Business Management and Administration (2013)
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Sarah Waite

Operations Manager

Sarah has held several positions within the financial industry over the years prior to joining the Strategic Wealth Capital team in early 2024 as the Operations Manager. From starting her career as a Teller for WaFd Bank (formerly Washington Federal) to rising as a Universal Banker for Foothills Bank, her time spent in community banking provides valuable experience and first-hand knowledge regarding account maintenance and back-end operations, among other things. Most recently, Sarah worked as an Executive Investment Assistant for a boutique wealth advisor firm local to her hometown and brings with her fresh insight into the industry, as well as her exceptional administrative skills and high-touch client service. Originally a Texas native, Sarah has lived in Arizona for over 20 years, most of which has been spent in the Tucson area, a city that she is proud to call home. When not at work, she enjoys spending time in nature with her husband and dog, and she has various artistic pursuits about which she is passionate with a particular fondness for acrylic painting.

How can we help?

If you would like to discuss ways we might work together, please drop us a note. We look forward to hearing from you.

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