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

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