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Lisa Tashtchian

Sr. Client Service Associate
Education and Credentials

Lisa grew up in Los Angeles, CA and graduated with a Bachelor’s Degree in Business Administration from the Cal State University, Northridge. Prior to SteelPeak, Lisa was a branch manager for Chase Bank, and has been in the financial industry for over 23 years. Throughout her career she has had the innate ability to assess clients needs and build long lasting relationships.

In her spare time, Lisa loves to travel and learn about different cultures. She enjoys spending quality time with her friends and family, attend art exhibits, live concerts and hockey games.

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

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Tyler Resh
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Luke Anderson, SE-AWMA®
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Nina Weiss
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Jordan Thatcher
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Samantha Orellana
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Joe Fusaro
Director of Operations
Mark Koellner, CFP®, CRPC®
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Joe Mezzetta, CPA
Senior Tax Associate
Rachel Otto
Staff Accountant
Lexi Shaheri
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Steven Dymant
Director of Alternative Solutions
Kingsley Choi
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Brandon McAuslen
Portfolio Manager
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Robert Venezia
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Michael Rashtian
Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
JP Tran
Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Brendan Finneran
Senior Portfolio Manager
Benjamin Kanter
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Wayne T. Slappy
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Derek Ruan
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Rina Pineda, CPA, MST
Director of Tax Consulting
Flavia Nunes
Sr. Vice President, Wealth Advisor
Andy Rosas
Operations Manager
Drew Clanton
Operations Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
Joshua Fein
Controller
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Tony Walsh
Chief Operating Officer
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Richard Stucki
Senior Tax Reviewer
Michael Nader, EA
Tax Associate
Airene Williamson
Chief Legal & Compliance Officer
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Steve Racius
Associate Wealth Advisor
Teddy Weber, CPA
Tax Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
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Operations Manager
Steven K. Ridgeway, CPA
Tax Services Lead
Myles Bozinovski
Business Development Manager
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Compliance Manager
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Tax Operations Lead
Michelle Nanoff
Sr. Client Service Associate
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Vice President, Wealth Advisor
Nicolo Gori
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Stephanie Valderrama
Administrative Assistant
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Senior Tax Administrator
Alejandra Guzman
Paralegal – Compliance Associate
Justin Iskander, CPA
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Client Service Manager
Joseph Brandolino
Associate Wealth Advisor
Josh Lev
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Client Service Associate
Pete Alliegro, CFA
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Sr. Vice President, Wealth Advisor
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Sr. Vice President, Wealth Advisor
Dylan Drake
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James Cordle
Senior Trader
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