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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?
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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

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