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

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