Buildings

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

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