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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

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Kim Zajic
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Robert Venezia
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Mike Janis
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Andrea Chandos
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Brendan Finneran
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Andrew H. Jacobson
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Christine Mueller Coley, CFP®, CDFA®
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Peter Amling, CFP®
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Nina Weiss
Client Service Associate
Roger Lopez
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Morten Roness, MBA
Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Maddie Zakarian
Administrative Specialist
Anthony Kim
Portfolio Manager
Raesa Martin
Client Service Associate
Jordan Thatcher
Senior Tax Consultant
Lexi Shaheri
Client Service Associate
Teddy Weber, CPA
Tax Associate
Wayne T. Slappy
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Dylan Drake
Marketing Associate
Jennifer Prendergast
Tax Operations Lead
Steven K. Ridgeway, CPA
Tax Services Lead
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Josh Lev
Alternative Investment Associate
Luke Everhart
Business Development Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Michael Nader, EA
Tax Associate
JP Tran
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Flavia Nunes
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Ceasar Garvida, CFP®, CIMA®
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Sam Sosa, J.D.
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Andy Rosas
Operations Manager
Benjamin Kanter
Client Service Associate
Samantha Orellana
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Aimie Lalas
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Michelle Nanoff
Senior Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Airene Williamson
Chief Legal Officer
Rachel Otto
Staff Accountant
Derek Ruan
Associate Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Stephanie Valderrama
Administrative Assistant
Pete Alliegro, CFA
Director of Business Development
Lisa Tashtchian
Senior Client Service Associate
Steven Dymant
Director of Alternative Solutions
Joe Fusaro
Director of Operations
Lucas McDonnell
Client Service Associate
James Cordle
Senior Trader
Katherine Neto, AWMA®
Client Service Associate
Nicolo Gori
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Charlotte Perkinson
HR & Talent Manager
Brandon McAuslen
Portfolio Manager
Wyatt Gibson
Junior Tax Associate
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Annie Heller
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Rina Pineda, CPA, MST
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Lioness Ebbay, Esq.
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Kingsley Choi
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Cecilia Escobar
Senior Client Service Associate
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Stacy Borek, CFP®
Senior Tax Associate
Drew Clanton
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Bardia Maghami
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