Buildings

Laila Bahman

Associate
Education and Credentials
University of California, Santa Barbara
B.S. in Statistics and Data Science

Laila joined SteelPeak Wealth as an Associate after earning her Bachelor of Science in Statistics and Data Science from the University of California, Santa Barbara, where she pursued an economics-focused course of study emphasizing statistical modeling, data analysis, and quantitative decision making. A Bay Area native, Laila was born and raised in Northern California before relocating to Southern California to begin her career with SteelPeak. She supports the firm's advisors in delivering a high-quality client experience through operational support, account administration, and analytical problem solving. Drawing on her strong quantitative background, she enjoys using data to improve processes, identify solutions, and contribute to thoughtful, client-focused financial planning.

Prior to joining SteelPeak, Laila gained experience in IT operations, service management, and analytics, where she developed a strong attention to detail and a passion for using data to drive informed decision making. She is committed to continuous learning and looks forward to expanding her knowledge of financial planning, investments, and wealth management as she grows with the firm.

Laila was drawn to wealth management because it combines analytical thinking with meaningful relationships. She values being part of a team that helps clients navigate important financial decisions with confidence and is passionate about contributing to each client's long-term success.

Outside of work, Laila enjoys traveling, dancing, exploring new matcha cafes, and spending time with friends, family, and her two dogs.

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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
Laila
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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