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Joshua Fein

Controller
Education and Credentials

As the firm’s controller, Joshua Fein is responsible for the day-to-day accounting and development of accounting operations at SteelPeak. He has worked in the corporate accounting space his entire career. Having worked in a variety of industries including property management, market research, securities, food manufacturing, and financial consulting. Taking along a wealth of knowledge and experience with him.

Joshua is a life-long Los Angeles native and graduated in 2006 from California State University Northridge (CSUN) with a degree in finance. He also has a certificate of achievement in accounting from Santa Monica College and is an actively licensed CPA. He actively participates in the resume review program through the CSUN alumni association for graduating students. Beyond that, he always looks for something new to enjoy and learn from as one truly never stops learning.

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

Other Team Members

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