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Amalia Uribe

Human Resources Manager
Education and Credentials
Book a Complimentary Consultation

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Career Highlights
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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?
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Schedule a Meeting with
Amalia
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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