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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Dylan Drake
Marketing Associate
Charlotte Perkinson
HR & Talent Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Kingsley Choi
Wealth Advisor
Kim Zajic
Chief Administrative Officer
Andrew Moss
Wealth Advisor
Brandon McAuslen
Portfolio Manager
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Ashley Payrits
Alternative Investments Analyst
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Myles Bozinovski
Sr. Market Director
James Cordle
Senior Trader
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Harley Guzman
Office Manager & Junior Paralegal
Annie Heller
Associate Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Jackie Stafford
Sr. Client Service Associate
Cecilia Umbel
Client Service Manager
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Laila Bahman
Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Derek Ruan
Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Joseph Brandolino
Associate Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Bardia Maghami
Vice President, Fund Operations
Jason Hart
Director of Operations
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Tyler Resh
Chief Growth Officer
Enrique Vargas
Market Director
Jennifer Prendergast
Tax Operations Lead
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Kiras Persky
Deputy General Counsel
Mike Shotton
Sr. Vice President, Wealth Advisor
Andrea Chandos
Sr. Tax Administrator
Jonathan Sheen
Junior Portfolio Manager
Aimie Lalas
Tax Administrator
Michael Nader, EA
Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Noah Barrionuevo
Associate
Michael Rashtian
Vice President, Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Wayne T. Slappy
Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Lisa Tashtchian
Sr. Client Service Associate
Michael Gansfuss
Market Director, Alpha Summit
Daniel Atchinson
Junior Tax Associate
Patrick Oliver, MST, EA
Senior Tax Consultant
Jess Boone
Director of Client Development, SteelPeak Sports
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Josh Lev
Vice President, Investment Research
Rich Winer
Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Jack Martin
Associate Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Tony Walsh
Chief Operating Officer
Jordan Peterson, CPFA®
Wealth Advisor
Ryan Santiago
Operations Manager
Leonard Green
Compliance Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Anthony Kim
Portfolio Manager
Curtis Cooper
Associate Wealth Advisor
Joe Fusaro
Director of Operations
Mike Janis
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Bradley Triana
Tax Consultant