Buildings

Jessica Donovan, CFP®, AIF®

Sr. Wealth Advisor
Education and Credentials
Brown University
B.A. in Business, Entrepreneurship & Organizations
CFP, AIF

As a Senior Wealth Advisor at SteelPeak Wealth, Jessica Donovan is passionate about helping individuals and families build financial confidence through thoughtful, personalized planning. She specializes in retirement planning and multigenerational wealth planning, helping clients navigate life's transitions while creating strategies that align with their goals, values, and legacy. Jessicabelieves the best financial advice begins with listening and is built on trust, education, and long-term relationships.

Jessica grew up in Torrance, California, and earned her Bachelor of Arts in Business, Entrepreneurship & Organizations from Brown University in 2015, where she was also a Division I softball student-athlete. The discipline, resilience, and teamwork she developed through athletics continue to shape her collaborative, client-first approach today.

Before joining SteelPeak Wealth, Jessica spent more than a decade with Signature Estate & Investment Advisors, where she began as an intern and advanced to Financial Advisor. During her tenure, she built lasting relationships with clients while guiding individuals and families through every stage of their financial lives, from accumulating wealth to preparing for retirement and creating plans that support future generations.

Jessica is a CERTIFIED FINANCIAL PLANNER® professional and holds the Accredited Investment Fiduciary® (AIF®) designation, along with Series 7 and Series 66 securities licenses and insurance licenses. She is committed to continuous learning and providing fiduciary-focused guidance tailored to each client's unique circumstances.

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Career Highlights
Why did you get into wealth management?
I was drawn to wealth management because it combined two things I enjoy: analytical problem-solving and the opportunity to make a meaningful difference in people's lives.
What do you enjoy most about the work you do for SteelPeak clients?
Throughout my career I have witnessed the profound impact a thoughtful financial plan—and having a trusted advisor in your corner—can have and enjoy bringing that sense of empowerment to my clients
What do you love to do outside of work?
Spending time with my husband, daughter, and our spoiled dog. Specifically exploring the great outdoors of Colorado, reading fantasy novels, playing slow-pitch softball, and gardening.
What is your favorite book or quote?
"The most important step a person can take is always the next one." — Brandon Sanderson (Oathbringer)
Schedule a Meeting with
Jessica
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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