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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

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