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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. 

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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
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

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