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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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Peter Amling, CFP®
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Jackie Stafford
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Dylan Drake
Marketing Associate
Lisa Tashtchian
Sr. Client Service Associate
Stephanie Valderrama
Administrative Assistant
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Andrea Chandos
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Steven K. Ridgeway, CPA
Tax Services Lead
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
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Associate Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Christine Mueller Coley, CFP®, CDFA®
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Director of Advisory Services
Morten Roness, MBA
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Mark Koellner, CFP®, CRPC®
Wealth Advisor
Daniel Atchinson
Junior Tax Associate
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Lioness Ebbay, Esq.
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Brendan Finneran
Senior Portfolio Manager
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Teddy Weber, CPA
Tax Associate
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Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Robert Venezia
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Senior Tax Consultant
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Allison Garcia
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Ryan Santiago
Operations Manager
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AI Strategy & Operations Manager
Charlotte Perkinson
HR & Talent Manager
Flavia Nunes
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Alejandra Guzman
Paralegal – Compliance Associate
Kim Zajic
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Justin Iskander, CFP®, CPA, MBA
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Josh Lev
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Wyatt Gibson
Junior Tax Associate
Wayne T. Slappy
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Rina Pineda, CPA, MST
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