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

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