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Lucas McDonnell

Client Service Associate
Education and Credentials
Chapman University
B.S. in Business Administration, minor in Economics
SIE, Bloomberg Market Concepts

Lucas grew up in São Paulo, Brazil, and moved to the United States to pursue a college education. He graduated from Chapman University with a B.S. in Business Administration and a minor in Economics.

 Throughout his early professional career, Lucas has gained experience in a variety of roles, ranging from venture capital to AI startups. He now works as a Client Service Associate, where he is dedicated to providing clients with exceptional service.

 Outside of work, Lucas enjoys playing tennis, skiing, and rock climbing.

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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
Lucas
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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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Nina Weiss
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Ali Zamani AIF®, CFS®, CAS®
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Ceasar Garvida, CFP®, CIMA®
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Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
JP Tran
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Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Joe Fusaro
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Robert Venezia
Sr. Vice President, Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Teddy Weber, CPA
Tax Associate
Drew Clanton
Operations Associate
Tyler Resh
Chief Growth Officer
Andy Rosas
Operations Manager
Ryan Saidi, AIF®
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Anthony Kim
Portfolio Manager
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Aimie Lalas
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Mark Koellner, CFP®, CRPC®
Wealth Advisor
Kingsley Choi
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James Cordle
Senior Trader
Benjamin Kanter
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Steve Racius
Associate Wealth Advisor
Lexi Shaheri
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Richard Stucki
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Alexandra Miller
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Raesa Martin
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Myles Bozinovski
Business Development Manager
Lisa Tashtchian
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Justin Iskander, CPA
Wealth Advisor
Rich Winer
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Morten Roness, MBA
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Cecilia Umbel
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Airene Williamson
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Michelle Nanoff
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Stacy Borek, CFP®
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Nicolo Gori
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Andrea Chandos
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Christine Mueller Coley, CFP®, CDFA®
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Samantha Orellana
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Charlotte Perkinson
HR & Talent Manager
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