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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.

Other Team Members

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