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Lexi Shaheri

Client Service Associate
Education and Credentials

Lexi is a Client Service Associate at SteelPeak Wealth, where she supports client relationships and contributes to the firm’s operations. She graduated from UC Santa Barbara with a degree in Economics and a certificate in Technology Management, blending her academic expertise with a strong passion for the financial industry.

Outside of work, Lexi enjoys spending time at the beach, traveling, and baking.

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

Other Team Members

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Maz Esmailbeigi AIF®, CFS®, CAS®
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Daisy Stinson
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James Cotton
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Heidi Wilson, WMCP®, CDFA®
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Katherine Neto, AWMA®
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James Cordle
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Spencer Mittin
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Vice President, Wealth Advisor
Derek Ruan
Associate Wealth Advisor
Nicolo Gori
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Joseph Brandolino
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Maddie Zakarian
Administrative Specialist
Nina Weiss
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Bardia Maghami
Fund Operations Associate
Kingsley Choi
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Nick Sailer
Investment Analyst
Robert Venezia
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Teddy Weber, CPA
Tax Associate
Alexis Prigo
Executive Assistant
Tony Walsh
Chief Operating Officer
Rina Pineda, CPA, MST
Director of Tax Consulting
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Cole Murphy
Business Development Associate
Samantha Orellana
Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Kim Zajic
Chief Administration Officer
Lisa Tashtchian
Business Development Coordinator
Steven Dymant
Director of Alternative Solutions
Andrew H. Jacobson
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Cecilia Escobar
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Tyler Resh
Chief Growth Officer
Christine Mueller Coley, CFP®, CDFA®
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Justin Iskander, CPA
Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Jordan Thatcher
Senior Tax Consultant
Leonard Green
Compliance Manager
Pete Alliegro, CFA
Director of Business Development
Summer Larzelere
Senior Tax Consultant
Mike Shotton
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Josh Lev
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Eric Hua
Portfolio Manager
Flavia Nunes
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Joshua Fein
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