Buildings

Curtis Cooper

Associate Wealth Advisor
Education and Credentials
Duke University
B.A. in Economics; Master of Management Studies

Curtis joined SteelPeak Wealth as an Associate Wealth Advisor, supporting the firm's advisors and clients while building the experience needed to grow within SteelPeak's wealth management platform. He earned his B.A. in Economics from Duke University and later completed his Master of Management Studies at Duke's Fuqua School of Business, where he also competed as a member of the Duke football program — an experience that instilled the discipline, preparation, and accountability he now brings to his work with clients.

That background is part of why Curtis is especially excited about SteelPeak Sports, where his perspective as a former Division I athlete gives him a natural connection to the athletes and families the firm serves.

Outside the office, Curtis enjoys hiking, weightlifting, and watching football. He recently relocated to Los Angeles, where he's been enjoying his exploration of the city.

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

Other Team Members

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