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Alexis Prigo

Executive Assistant
Education and Credentials

As the Executive Assistant, Alexis ensures all day to day activities run smoothly for the Principals of the firm, overlooking all administrative activities to run smoothly and effectively. Alexis joins the team as the point person to the Executives with years of experience as a Personal and Executive Assistant.

She believes hard work and consistency makes success a reality and applies that to each day. She looks forward to building the crucial relationships with clients to ensure a seamless experience.

In her free time, she is part of the volunteer team at the Union Rescue Mission in Downtown Los Angeles and enjoys performing standup comedy.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Alexis
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Airene Williamson
Chief Legal Officer
Spencer Mittin
Client Service Associate
Leonard Green
Compliance Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Josh Lev
Alternative Investment Associate
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Rich Winer
Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
James Cotton
Operations Associate
Tyler Resh
Chief Growth Officer
Joseph Brandolino
Client Service Associate
Lisa Tashtchian
Business Development Coordinator
Derek Ruan
Associate Wealth Advisor
Kingsley Choi
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Sam Sosa, J.D.
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Lioness Ebbay, Esq.
Director of Estate Consulting
Tony Walsh
Chief Operating Officer
Cecilia Escobar
Senior Client Service Associate
Nicolo Gori
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Joshua Fein
Controller
Lexi Shaheri
Client Service Associate
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Nick Sailer
Investment Analyst
Eric Hua
Portfolio Manager
Maddie Zakarian
Administrative Specialist
Roger Lopez
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Nina Weiss
Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Steven Dymant
Director of Alternative Solutions
Samantha Orellana
Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Kim Zajic
Chief Administration Officer
Justin Iskander, CPA
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Cole Murphy
Business Development Associate
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
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Flavia Nunes
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Pete Alliegro, CFA
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Ceasar Garvida, CFP®, CIMA®
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