Buildings

Drew Clanton

Operations Associate
Education and Credentials
California Polytechnic State University, San Luis Obispo
B.S. in Business Administration, concentration: Quantitative Analysis; Minors in Statistics and English

Drew, an Orange County native, graduated magna cum laude from Cal Poly San Luis Obispo with a B.S. in Business Administration, concentrating in Quantitative Analysis and minoring in Statistics and English. He has prior experience in equity research, ESG focused financial writing, and policy research at economic think tanks.

Starting at SteelPeak Wealth as an Intern, Drew returned full time as an Operations Associate where he applies his expertise in analytics, data-driven investing, and AI integration.

In his free time, Drew is a surfer, a traveler (preferably to somewhere he can surf), a reader, and an avid Los Angeles Dodger fan.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

Other Team Members

Rina Pineda, CPA, MST
Director of Tax Consulting
Derek Ruan
Associate Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Leonard Green
Compliance Manager
Samantha Orellana
Client Service Associate
Nina Weiss
Client Service Associate
James Cordle
Senior Trader
Lucas McDonnell
Client Service Associate
Stacy Borek, CFP®
Senior Tax Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Wyatt Gibson
Junior Tax Associate
Aimie Lalas
Tax Administrator
Tony Walsh
Chief Operating Officer
Mike Shotton
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Airene Williamson
Chief Legal Officer
Lexi Shaheri
Client Service Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Michael Nader, EA
Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Andy Rosas
Operations Manager
Teddy Weber, CPA
Tax Associate
Kingsley Choi
Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Joe Mezzetta, CPA
Senior Tax Associate
Anthony Kim
Portfolio Manager
Raesa Martin
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Justin Iskander, CPA
Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Sam Sosa, J.D.
Wealth Advisor
Bardia Maghami
Fund Operations Associate
Lisa Tashtchian
Senior Client Service Associate
Dylan Drake
Marketing Associate
Michael Rashtian
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Roger Lopez
Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Rich Winer
Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Luke Everhart
Business Development Associate
Benjamin Kanter
Client Service Associate
Ryan Santiago
Operations Manager
Andrea Chandos
Senior Tax Administrator
Brandon McAuslen
Portfolio Manager
Jennifer Prendergast
Tax Operations Lead
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Flavia Nunes
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
JP Tran
Client Service Associate
Steve Racius
Associate Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Rachel Otto
Staff Accountant
Jordan Thatcher
Senior Tax Consultant
Annie Heller
Client Service Associate
Joshua Fein
Controller
Maddie Zakarian
Administrative Specialist
Josh Lev
Alternative Investment Associate
Kim Zajic
Chief Administration Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Tyler Resh
Chief Growth Officer
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Nicolo Gori
Client Service Associate
Peter Amling, CFP®
Wealth Advisor
Joe Fusaro
Director of Operations
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor