Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

James Cotton
Operations Associate
Katherine Neto, AWMA®
Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Justin Iskander, CPA
Investment Analyst
Joshua Fein
Controller
Airene Williamson
Chief Legal Officer
Roger Lopez
Wealth Advisor
Alexis Prigo
Executive Assistant
Steven Dymant
Director of Alternative Solutions
Robert Venezia
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Business Development Coordinator
Summer Larzelere
Senior Tax Consultant
Lioness Ebbay, Esq.
Director of Estate Consulting
Teddy Weber, CPA
Tax Associate
Rich Winer
Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Eric Hua
Portfolio Manager
Bardia Maghami
Fund Operations Associate
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Jordan Thatcher
Senior Tax Consultant
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Stephanie Valderrama
Administrative Assistant
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Sam Sosa, J.D.
Wealth Advisor
Leonard Green
Compliance Manager
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Nina Weiss
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Matthew Keller
Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Cole Murphy
Business Development Associate
Kim Zajic
Chief Administration Officer
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
Spencer Mittin
Client Service Associate
Amalia Uribe
Human Resources Manager
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Tony Walsh
Chief Operating Officer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Nicolo Gori
Client Service Associate
Flavia Nunes
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Kingsley Choi
Wealth Advisor
Daisy Stinson
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Nick Sailer
Investment Analyst
Cecilia Escobar
Senior Client Service Associate