Buildings

Benjamin Kanter

Client Service Associate
Education and Credentials
Chapman University
B.S. in Business Administration, minor in Political Science

Benjamin is a Client Service Associate at SteelPeak Wealth, based in the Woodland Hills office. In his role, he supports client relationships and works closely with Wealth Advisors to help ensure seamless daily operations and an excellent client experience. 

Originally from Salt Lake City, Benjamin earned his degree in Business Administration with a minor in Political Science from Chapman University. Drawn to the intersection of strategic financial planning and personal connection, he sees wealth management as an opportunity to make a meaningful impact on people’s lives. He is committed to deepening his expertise and growing within the financial industry through his work at SteelPeak.

Outside of work, Benjamin enjoys spending time outdoors hiking, biking, skiing, and running. 

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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
Benjamin
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Anthony Kim
Portfolio Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Aimie Lalas
Tax Administrator
Kingsley Choi
Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
Leonard Green
Compliance Manager
Steven K. Ridgeway, CPA
Tax Services Lead
Joshua Fein
Controller
Michael Nader, EA
Tax Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administration Officer
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Dylan Drake
Marketing Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Stephanie Valderrama
Administrative Assistant
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Brandon McAuslen
Portfolio Manager
Andrea Chandos
Senior Tax Administrator
Tyler Resh
Chief Growth Officer
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Steve Racius
Associate Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Ryan Santiago
Operations Manager
Charlotte Perkinson
HR & Talent Manager
Andy Rosas
Operations Manager
Michael Rashtian
Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Roger Lopez
Wealth Advisor
Nicolo Gori
Client Service Associate
JP Tran
Client Service Associate
Joseph Brandolino
Associate Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Josh Lev
Alternative Investment Associate
Richard Stucki
Senior Tax Reviewer
Lexi Shaheri
Client Service Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Myles Bozinovski
Business Development Manager
Joe Fusaro
Director of Operations
Airene Williamson
Chief Legal & Compliance Officer
Raesa Martin
Client Service Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Peter Amling, CFP®
Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Jordan Thatcher
Senior Tax Consultant
Derek Ruan
Wealth Advisor
Samantha Orellana
Client Service Associate
Tony Walsh
Chief Operating Officer
Rachel Otto
Staff Accountant
Cecilia Umbel
Client Service Manager
Daniel Atchinson
Junior Tax Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Alexandra Miller
Full Charge Bookkeeper
Steven Dymant
Director of Alternative Solutions
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Teddy Weber, CPA
Tax Associate
Luke Everhart
Business Development Associate
Bardia Maghami
Fund Operations Associate
Lesny Espinoza
Tax Associate
Brendan Finneran
Senior Portfolio Manager
Nina Weiss
Client Service Associate
Joe Mezzetta, CPA
Senior Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Drew Clanton
Operations Associate
Justin Iskander, CPA
Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Alejandra Guzman
Paralegal – Compliance Associate