Buildings

Eric Hua

Portfolio Manager
Education and Credentials

Eric Hua serves as a Portfolio Manager at Steelpeak, where he supports trading and portfolio management activities. Before joining Steelpeak, Eric oversaw two mutual funds at AXS Investments: an Equity Long/Short portfolio and a Tactical Fixed Income portfolio. He began his career as an Associate Portfolio Manager at Bank of America Private Bank.

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

Other Team Members

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