Buildings

Cecilia Umbel

Client Service Manager
Education and Credentials

Cecilia began her professional career in the Financial Industry over 14 years ago. Prior to coming to Steel Peak, she has held various roles including back-office support, operations assistant, client services, and relationship manager. She earned her Bachelor’s in Business Administration with a emphasis on management in 2017.

In her spare time, you can find Cecilia cheering on her son’s football team, chasing a feral toddler, or enjoying a good book.

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

Other Team Members

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