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