Buildings

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

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