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John Perry, CPFA, CDS

Sr. Vice President, Wealth Advisor
Education and Credentials
Book a Complimentary Consultation

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Career Highlights
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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?
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Schedule a Meeting with
John
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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