Buildings

Daisy Stinson

Client Service Associate
Education and Credentials

Daisy grew up in Southern California before attending San Diego State University, where she earned her degree in Finance.

After graduating, Daisy began her professional journey in mortgage lending, where she honed her skills in financial analysis. She then expanded her expertise by working in accounting and later transitioned to a marketing agency, gaining valuable experience in a variety of roles. With a strong attention to detail and a numbers-focused mindset, Daisy now serves as a Client Services Associate at SteelPeak Wealth.

Outside of work, Daisy enjoys spending time outdoors, whether it’s running along the beach, riding horses, hiking, or simply enjoying nature’s beauty.

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

Other Team Members

Nicolo Gori
Client Service Associate
Kim Zajic
Chief Administration Officer
Lisa Tashtchian
Business Development Coordinator
Samantha Orellana
Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Flavia Nunes
Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Eric Hua
Portfolio Manager
Maddie Zakarian
Administrative Specialist
Pete Alliegro, CFA
Director of Business Development
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Mike Janis
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Tony Walsh
Chief Operating Officer
Summer Larzelere
Senior Tax Consultant
Cole Murphy
Business Development Associate
James Cordle
Senior Trader
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Tyler Resh
Chief Growth Officer
Sam Sosa, J.D.
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Spencer Mittin
Client Service Associate
Justin Iskander, CPA
Wealth Advisor
Nina Weiss
Client Service Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Bardia Maghami
Fund Operations Associate
Michelle Nanoff
Senior Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Jordan Thatcher
Senior Tax Consultant
Lexi Shaheri
Client Service Associate
Steven Dymant
Director of Alternative Solutions
Nick Sailer
Investment Analyst
Mike Shotton
Sr. Vice President, Wealth Advisor
Derek Ruan
Associate Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
James Cotton
Operations Associate
Airene Williamson
Chief Legal Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Josh Lev
Alternative Investment Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Stephanie Valderrama
Administrative Assistant
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Roger Lopez
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Alexis Prigo
Executive Assistant
Katherine Neto, AWMA®
Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Leonard Green
Compliance Manager
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO