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

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