Buildings

Lioness Ebbay, Esq.

Director of Estate Consulting
Education and Credentials

Lioness Ebbay is an Estate Planning Attorney whose specialty includes protecting families from Conservatorship and Probate Court, and assisting entrepreneurs with Business Formations and Asset Protection.

She loves taking every opportunity, be it live or virtual, to educate the community about the importance of Living Trusts, Power of Attorneys, and preserving your family’s legacy. Lioness is passionate about creating personally tailored Estate Plans for her clients who believe that inheritances can pave the way for generational wealth. She has helped hundreds of families set up Living Trusts to preserve their family wealth.

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

Other Team Members

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