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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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Omeri Davidi
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Billy Yeh
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James Cordle
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Cecilia Escobar
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Kim Zajic
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Leonard Green
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Heidi Wilson, WMCP®, CDFA®
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Michelle Nanoff
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James Cotton
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Wayne T. Slappy
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Colin Kapp
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Summer Larzelere
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Lioness Ebbay, Esq.
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Chris Shelburne
Director of Corporate Development
Jim Bray, CFP®
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Robert Venezia
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Kingsley Choi
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Rich Winer
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Morten Roness, MBA
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John Perry, CPFA, CDS
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Pete Alliegro, CFA
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Tony Walsh
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Victoria Harding
Corporate Development Analyst
Stephanie Valderrama
Administrative Assistant
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