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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

Summer Larzelere
Senior Tax Consultant
Rich Winer
Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Nick Sailer
Investment Analyst
Bardia Maghami
Fund Operations Associate
Steven Dymant
Director of Alternative Solutions
Victoria Harding
Corporate Development Analyst
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Lioness Ebbay, Esq.
Director of Estate Consulting
Matthew Keller
Vice President, Wealth Advisor
Justin Iskander, CPA
Investment Analyst
Kim Zajic
Chief Administration Officer
Katherine Neto, AWMA®
Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Flavia Nunes
Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
James Cotton
Operations Associate
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Wayne T. Slappy
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Brendan Finneran
Senior Portfolio Manager
Stephanie Valderrama
Administrative Assistant
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Billy Yeh
Director of Insurance Solutions
Rina Pineda, CPA, MST
Director of Tax Consulting
Mike Janis
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Joshua Fein
Controller
Leonard Green
Compliance Manager
Tony Walsh
Chief Operating Officer
Amalia Uribe
Human Resources Manager
Airene Williamson
Chief Legal Officer
Nicolo Gori
Client Service Associate
Eric Chamberlain
Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Roger Lopez
Wealth Advisor
Alexis Prigo
Executive Assistant
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Sam Sosa
Wealth Advisor
Omeri Davidi
Operations Associate
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Spencer Mittin
Client Service Associate
Vladislav Donets
Senior Associate - Alternatives
Michael Rashtian
Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Chris Shelburne
Director of Corporate Development
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Business Development Coordinator
Colin Kapp
Director of Marketing