Buildings

Lisa Tashtchian

Business Development Coordinator
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

Lexi Shaheri
Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Bardia Maghami
Fund Operations Associate
Leonard Green
Compliance Manager
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Mike Janis
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Wealth Advisor
Roger Lopez
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Airene Williamson
Chief Legal Officer
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Stephanie Valderrama
Administrative Assistant
Teddy Weber, CPA
Tax Associate
Rich Winer
Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
James Cotton
Operations Associate
Josh Lev
Alternative Investment Associate
Kim Zajic
Chief Administration Officer
Nina Weiss
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Eric Hua
Portfolio Manager
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Jordan Thatcher
Senior Tax Consultant
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Derek Ruan
Associate Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Kingsley Choi
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Justin Iskander, CPA
Wealth Advisor
Maddie Zakarian
Administrative Specialist
Cecilia Escobar
Senior Client Service Associate
Joshua Fein
Controller
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
James Cordle
Senior Trader
Nicolo Gori
Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Flavia Nunes
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Daisy Stinson
Client Service Associate
Nick Sailer
Investment Analyst
Pete Alliegro, CFA
Director of Business Development
Michael Rashtian
Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Spencer Mittin
Client Service Associate
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Alexis Prigo
Executive Assistant
Samantha Orellana
Client Service Associate
Joseph Brandolino
Client Service Associate
Cole Murphy
Business Development Associate