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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

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