Kayne Anderson Rudnick Wealth Advisors

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Wealth Advisors

Randy Allen

Randy Allen

is Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. He has approximately 16 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2014, he was a Vice President-Senior Financial Consultant for Charles Schwab & Co. During his 12 years at Charles Schwab, Randy provided private-client investment-management services to high-net-worth families. Randy was consistently recognized as an elite performer by way of 10 consecutive invitations to the Chairman's Club from 2004-2013. Before that position, he was a First Vice President-Financial Advisor with Morgan Stanley, where Randy spent the first four years of his career. While at Morgan Stanley, Randy was presented with the National Sales Director Award, an honor and distinction awarded to the top one percent of Advisors with the firm. He earned a B.S. in Economics from Santa Clara University and holds his Series 7 and 66 licenses.

Randy lives in Newport Beach with his wife Erica. They have two dogs, Scooter and Charlie, who bring a daily dose of energy, joy, and entertainment to their lives.

As a former NCAA Division I collegiate athlete, Randy enjoys all aspects of sports and fitness. He also enjoys traveling abroad, and has a great appreciation for a variety of performing arts.

Grace Choo

Grace Apuy, CFP ®

is Vice President of Kayne Anderson Rudnick Wealth Advisors. She has approximately nine years of experience in the financial-services industry. Before joining Kayne Anderson Rudnick in 2011, Grace was an Account Executive at Fidelity Investments, where she provided financial planning advice in areas such as investment strategies, asset allocation, estate planning, tax planning, and insurance, to help manage the firm's long-term client relationships. Grace earned a B.A. in Economics from the University of California, Los Angeles. She also earned a Certificate in Financial Planning from the California Lutheran University and holds her Series 7, 66, and California Health and Life Insurance licenses.

Grace enjoys reading, watching movies, frequenting museums, and travel. Originally from the Bay Area, she currently resides in Los Angeles, California.

Curt Birren

Darnel J. Bentz

is Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. He has approximately 14 years of experience in the investment management industry, and he was named a Five Star Wealth Manager by Los Angeles magazine, a designation awarded to wealth managers who scored highest in overall satisfaction. Before working at KeyBanc Capital Markets, Darnel was a Vice President-Financial Consultant for Charles Schwab & Co. During his seven years at Charles Schwab, Darnel provided private-client investment-management services to high-net-worth families. He earned a B.S. from the Arizona State University and an M.B.A. in Finance & Strategy from the University of California, Los Angeles where he was selected for the Student Investment Fund. He also holds his Series 7, 63, 65, 86, 87, and Chartered Mutual Fund Counselor (CMFC) licenses.

Darnel is married to Tamany Vinson Bentz and they have two children, Blaise and Nora. The Bentz's support the American Cancer Society and the American Heart Association, among other organizations. Darnel enjoys travel, reading, skiing, golf, and basketball. He currently resides in Manhattan Beach, California.

Curt Birren

Curt M. Biren, CPWA ®, AIF®

is Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. He has approximately 28 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 1999, he worked as a Financial Adviser at Sanford C. Bernstein & Company. He earned a B.A. from the University of California, San Diego, an M.A. in Public Policy from The George Washington University, and an M.B.A. from The Wharton School at the University of Pennsylvania. Curt is a member of the CFA Institute, the CFA Society of Los Angeles, the Investment Management Consultants Association, and the Financial Planning Association. He is a Certified Private Wealth Advisor® professional and an Accredited Investment Fiduciary®. Curt was named a 2011, 2012, and 2013 Five Star Wealth Manager by Los Angeles magazine, a designation awarded to wealth managers who scored highest in overall satisfaction. This resulting list represents less than 2 percent of the wealth managers in the Los Angeles area.

Curt is married to Carolyn and they have two daughters, Chloe and Lana. The Birens are involved in several charitable organizations.

Curt is an avid golfer, having spent his junior year in college at the University of St. Andrews in Scotland. He enjoys reading good books about history, politics, and religion.

Thomas E. Connaghan

Thomas E. Connaghan, III

is Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. He has 18 years of experience in the investment management and municipal finance industries. Before joining Kayne Anderson Rudnick in 2011, he worked as Vice President in the Institutional Group for Fisher Investments, a global wealth manager based in Woodside, California. During his nearly 10 years at Fisher Investments, Tom provided private client as well as institutional investment management services to high-net-worth families, public, corporate, and multi-employer relationships in the U.S., Europe, Canada, and Asia. His depth of knowledge in global capital markets and portfolio management has helped clients make informed decisions regarding their specific financial plans. Tom also served as a Director in the Financial Services Group at Orrick, Herrington & Sutcliffe LLP and was responsible for providing strategic public finance services to state and local governments. He earned a B.A. in Classics from the University of Notre Dame, where he was a Monogram winner for playing NCAA Division I soccer, and his M.B.A. from Georgetown University, The McDonough School of Business. Tom is a Registered Investment Adviser Representative, holds the Series 65 license and also earned a Certificate in Financial Planning (the UK FSA qualification).

Tom is married and has four children. The Connaghans support St. Thomas the Apostle Church, the Menlo Park-Atherton Education Foundation, Lucile Packard Children's Hospital, New Beginnings Preschool, and the Guardsmen, among other organizations.

Tom likes to golf, surf, bike and play/coach soccer. He also enjoys trying new cooking recipes, recording and playing music, and is a loyal fan of Notre Dame football.

Allen Kim

Y. Allen Kim,CFA

is Director of Manager Research and Investment Solutions of Kayne Anderson Rudnick Wealth Advisors. He has approximately 16 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2014, Allen was Director of Investment Manager Due Diligence for Savos Investments (formerly Genworth Financial Asset Management), where he lead the due diligence team. Before that position, Allen spent 10 years of his career at Cetera Financial Group (formerly ING) working in a variety of roles, including Investment Research Director-Alternatives. He earned a Bachelor of Business Administration, concentration in Finance and Economics, from The George Washington University and an M.B.A. in Finance from Carnegie Mellon University. Allen has the Chartered Financial Analyst designation (CFA) and is a member of the CFA Society of Los Angeles.

Though educated in the East Coast, Allen currently resides in the Los Angeles area with his wife, Jennifer, and two children. He is an avid golf club builder, and enjoys researching modern East Asian history in his spare time.

Alan Lipman

Alan Lipman

is Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. He has approximately 57 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 1995, Alan operated his own investment-counseling firm for 36 years. Alan earned a B.A. and an M.A. from the University of California, Los Angeles and was elected to the Beta Gamma Sigma Business Administration Honorary in 1959 and to the National Education Honorary Phi Delta Kappa in 1953.

Alan is married to Sharon and they have three children, Derrell, Robert, and Ilene, and nine grandchildren. The Lipmans are involved in a number of charitable enterprises, including the Pacific Jewish Center and the Jewish Community Foundation of Greater Los Angeles. The Lipmans also have a foundation that provides funds for students needing special educational opportunities.

Alan enjoys hiking and photography and reading history and historically based novels. He currently resides in Santa Monica, California.

Sabrina_Mohiuddin

Sabrina Mohiuddin

is a Client Service Manager of Kayne Anderson Rudnick Wealth Advisors. She has approximately 13 years of experience in the financial services industry, encompassing skills in Relationship Management, Portfolio Administration, Investment Technology, and Trading. Before joining Kayne Anderson Rudnick, Sabrina was an Institutional Client Service Manager and Vice President at Envestnet Asset Management, a provider of software and technology solutions for investment advisors. Sabrina earned a Bachelor of Arts in Economics from California State University, Northridge.

Sabrina has lived in and traveled to 22 different countries and enjoys painting, yoga, meditation, and cooking. Sabrina currently resides in Los Angeles, California.

Spuds Powell

Spuds Powell, CPWA ®

is Managing Director of Kayne Anderson Rudnick Wealth Advisors. He has approximately 21 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2004, he worked as the National Mid-Plan Sales Manager for Financial Engines, a firm founded by Nobel Laureate, Dr. William Sharpe, to provide institutional-quality investment advice to millions of investors. Before working at Financial Engines, Spuds was a Retirement Plan Consultant for Retirement Plan Strategies, after spending the first four years of his career in a variety of roles at Franklin Templeton Funds. He earned a B.S. in Industrial and Labor Relations from Cornell University, where he was awarded the Cornell Tradition Fellowship for leadership and academic achievement, and played varsity football.

Spuds is a Certified Private Wealth Advisor® professional, was ranked among the top 10 on Barron's Top 100 Independent Financial Advisors list in 2013 and 2014, and was named a Five Star Wealth Manager by Los Angeles magazine for the last three years, a designation awarded to wealth managers who scored highest in overall satisfaction. In addition, Spuds serves on the Fidelity Wealth Advisor Solutions (WAS) Client Advisor Council and he has been quoted in the Wall St. Journal, Barron's, and Investment News.

Spuds and his wife Ann have four children, Emmet, Mary Clare, Finn, and Margot. The Powell's support The Lucile Packard Children's Hospital, St. Thomas the Apostle School, Westcoast Sports Associates, and the Manhattan Beach Education Foundation, among other organizations.

Spuds enjoys playing sports and cooking, and is a loyal fan of the San Francisco Giants, San Francisco 49ers, and Notre Dame football..

Roy Reeves

Roy W. Reeves

is Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. He has approximately 51 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 1990, Roy was a Regional Sales and Marketing Manager for E.F. Hutton and Donaldson, Lufkin & Jenrette. Roy earned a B.A. from California Polytechnic State University, San Luis Obispo, and an M.B.A. from the University of Southern California. He served as Chief of Protocol of track and field for the Los Angeles Olympic Organizing Committee, as a member of the Board of Directors and Committee Chairman of the Pasadena Tournament of Roses, and as a member of the Board of Governors, General Alumni Association of the University of Southern California.

Roy is married to Elaine and they have three children, Roy, Stewart, and Leslie, and six grandchildren. Roy is an active member of the Pasadena Tournament of Roses and he helps to raise money for the Norris Cancer Hospital. He served as Chief of Protocol of track and field for the Los Angeles Olympic Organizing Committee and is a member of the Board of Governors, General Alumni Association of the University of Southern California

Roy enjoys fly fishing, deep sea fishing, traveling, and golf. He currently resides in Pasadena, California.

Diane Spirandelli

Diane Spirandelli, CFA

is a Senior Vice President of Kayne Anderson Rudnick Wealth Advisors. She has approximately 43 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2012, Diane managed our sister firm SCM Advisors' private client group and was a member of their Executive Committee. Between 1994 and 1997, Diane was Director and Manager of Private Banking services at Bankers Trust Company, and between 1988 and 1994 managed the Private Banking San Francisco office for Swiss Bank Corporation. Diane started her investment career at Wells Fargo Bank in 1971 and became the first female Vice President in the bank's Trust Investment Department in 1982. She was responsible for the San Francisco Trust Investment Department, which had approximately $5 billion in client assets.

Diane was born in the U.K. and graduated from the Oxford College of Technology. She is a graduate of the 3-year advanced studies program at the University of Washington's Pacific Coast Banking School. Diane has the Chartered Financial Analyst designation (CFA) and is a member of the CFA Institute and Security Analysts Society of San Francisco.

Diane lives in San Francisco with her husband Christian. They have two children and two grandchildren. Diane has served on the Board of Pathways Hospice Foundation, the Auxiliary Board of the March of Dimes, and supported the French American International School in San Francisco, among other organizations.

Investment Advisor Associates

Arielle Anderson

Arielle Anderson

is an Investment Advisor Associate of Kayne Anderson Rudnick Wealth Advisors. She has approximately seven years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2014, Arielle spent five years of her career at Bernstein Global Wealth Management working in a variety of roles, including Private Client Manager. She earned a B.S. in Cellular & Molecular Biology from the University of Washington, Seattle and holds her Series 7, 6, and 63 licenses.

Arielle enjoys rock climbing, gardening, dancing, and travels whenever possible. Originally from Seattle, she now resides in Los Angele, California but remains a loyal fan of the Seattle Seahawks.

Nicholas Hruskocy

Nicholas Hruskocy

is an Investment Advisor Associate of Kayne Anderson Rudnick Wealth Advisors. He has approximately six years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2014, Nicholas was an Institutional Client Service Analyst for BondEdge Solutions. He earned a B.A. in Finance from the University of North Texas and holds his Series 7 and 63 licenses.

Nicholas grew up in the Air Force and moved to Los Angeles from Texas. He enjoys golf, beach volleyball, classical piano, and competing in Ballroom Dance. He is a Level I candidate in the Chartered Financial Analyst Program.

Beth Romer

Beth Romer

is an Investment Advisor Associate of Kayne Anderson Rudnick Wealth Advisors. She has approximately 20 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick, Beth was an associate at Lipman, Carrasso, and Young and an office manager for an architectural firm. She earned her Associates Degree in Liberal Arts.

Beth was born in New York and raised in Los Angeles. She enjoys spending time with family and friends, travel, and attending concerts. She currently resides in Sherman Oaks, California.

Kay Tran

Kay Tran

is an Investment Advisor Associate of Kayne Anderson Rudnick Wealth Advisors. She has approximately 13 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick in 2013, Kay worked as an Advisory Associate for Bel Air Investment Advisors and before that at Capital Planning Group as Registered Staff Support. She earned a B.A. in Economics from the University of California, Los Angeles and is a Notary Public and holds her Series 7, 66, and California Health and Life Insurance licenses.

Kay was born in Vietnam and immigrated to the States at the age of 5. She enjoys cooking, photography, and hiking. Kay currently resides in Los Angeles, California.

Darryl Yee

Darryl Yee

is a Senior Investment Advisor Associate of Kayne Anderson Rudnick Wealth Advisors in our San Francisco office. He has approximately 15 years of experience in the investment management industry. Before joining Kayne Anderson Rudnick, Darryl held various positions in client servicing, operations, and compliance at our sister firm, SCM Advisors LLC in San Francisco. He was also the Sr. Operations Manager at BlackShip Capital Management, LP, a small private equity firm in San Mateo, CA. Darryl earned a Bachelor of Science in Business Management.

Darryl enjoys photography, golfing, cooking, hiking, and travel. Originally from Sacramento, Darryl currently resides in Livermore, California, with his wife, Victoria.