Mary Russell

Employer firm

Sage Rhino Capital LLC CRD 290148

$884M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → Present
  Werba Rubin Papier Wealth Management, Llc
  San Jose, CA
• 06/2012 → Present
  Stock Option Counsel, P.C.
  Palo Alto, CA
• 01/2020 → Present
  Sage Rhino Capital, Llc
  Menlo Park, CA

Other Businesses

(1) Owner, Stock Option Counsel, P.C. (2) Client job offers on which we counsel include equity compensation; no investment advice is provided. (3) 125 University Avenue, Suite 220, Palo Alto, CA 94301 and 209 E. Washington Suite 305, Iowa City, IA 52240. (4) Legal services for individuals. (5) Owner, president and attorney. (6) June 12, 2012. (7) 160 hours/month. (8) 160 hours/month. (9) Employment attorney to individual employees of technology startups.