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

Natalie Arias
Office Manager & Administrative Assistant
Michelle Nanoff
Sr. Client Service Associate
Luke Everhart
Business Development Associate
Laila Bahman
Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Charlotte Perkinson
HR & Talent Manager
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Jason Hart
Director of Operations
Michael Rashtian
Vice President, Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Jordan Peterson, CPFA®
Wealth Advisor
Aimie Lalas
Tax Administrator
Roger Lopez
Wealth Advisor
Michael Gansfuss
Market Director, Alpha Summit
Wyatt Gibson
Junior Tax Associate
Dalia Dardoon
Associate Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Rich Winer
Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Morten Roness, MBA
Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Enrique Vargas
Market Director
Brandon McAuslen
Portfolio Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Jack Martin
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Joshua Fein
Controller
Flavia Nunes
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Harley Guzman
Office Manager & Junior Paralegal
Andrea Chandos
Sr. Tax Administrator
Joseph Brandolino
Associate Wealth Advisor
Kim Zajic
Chief Administrative Officer
Brendan Finneran
Senior Portfolio Manager
Andy Rosas
AI Strategy & Operations Manager
Anthony Kim
Portfolio Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Bradley Triana
Tax Consultant
Lesny Espinoza, EA
Tax Associate
Ryan Santiago
Operations Manager
Patrick Oliver, MST, EA
Senior Tax Consultant
Noah Barrionuevo
Associate
Jennifer Prendergast
Tax Operations Lead
Katherine Neto, AWMA®
Client Service Associate
Annie Heller
Associate Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Curtis Cooper
Associate Wealth Advisor
Joe Fusaro
Director of Operations
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Mike Shotton
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Teddy Weber, CPA
Tax Associate
Myles Bozinovski
Sr. Market Director
Leonard Green
Compliance Manager
Jonathan Sheen
Junior Portfolio Manager
Ceasar Garvida, CFP®, CIMA®
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James Cordle
Senior Trader
Lisa Tashtchian
Sr. Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Robert Venezia
Sr. Vice President, Wealth Advisor
Andrew Moss
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Kiras Persky
Deputy General Counsel
Tony Walsh
Chief Operating Officer
Daniel Atchinson
Junior Tax Associate
Stephen Fringer
Systems & Reporting Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
Bardia Maghami
Vice President, Fund Operations