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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.

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Airene Williamson
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Lioness Ebbay, Esq.
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Tyler Resh
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Stephanie Valderrama
Administrative Assistant
Alexandra Miller
Full Charge Bookkeeper
Katherine Neto, AWMA®
Client Service Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Annie Heller
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Steven Dymant
Director of Alternative Solutions
Alejandra Guzman
Paralegal – Compliance Associate
Kim Zajic
Chief Administration Officer
Brandon McAuslen
Portfolio Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Charlotte Perkinson
HR & Talent Manager
Flavia Nunes
Sr. Vice President, Wealth Advisor
Andy Rosas
Operations Manager
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Leonard Green
Compliance Manager
Lexi Shaheri
Client Service Associate
Tony Walsh
Chief Operating Officer
Brendan Finneran
Senior Portfolio Manager
Roger Lopez
Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Lisa Tashtchian
Sr. Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Derek Ruan
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Robert Venezia
Sr. Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Nina Weiss
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Michael Rashtian
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Steve Racius
Associate Wealth Advisor
JP Tran
Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Rich Winer
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Benjamin Kanter
Client Service Associate
Peter Amling, CFP®
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Bardia Maghami
Vice President, Fund Operations
Teddy Weber, CPA
Tax Associate
Nicolo Gori
Client Service Associate
Rachel Otto
Staff Accountant
Lesny Espinoza
Tax Associate
Joe Mezzetta, CPA
Senior Tax Associate
Cecilia Umbel
Client Service Manager
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Zack Farooquee, AAMS®, AIF®
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Client Service Associate
Mark Koellner, CFP®, CRPC®
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Senior Tax Administrator
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Tax Operations Lead
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