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

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