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

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