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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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Nina Weiss
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Stephanie Valderrama
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Andy Rosas
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Josh Lev
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Steve Racius
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Katherine Neto, AWMA®
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Brandon McAuslen
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Andrea Chandos
Senior Tax Administrator
Shelby Brennan, CPA, CFP®
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Michael Nader, EA
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Michelle Nanoff
Sr. Client Service Associate
Steven Dymant
Director of Alternative Solutions
Richard Stucki
Senior Tax Reviewer
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Leonard Green
Compliance Manager
Drew Clanton
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Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
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Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Flavia Nunes
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
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Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Wayne T. Slappy
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Robert Venezia
Sr. Vice President, Wealth Advisor
Alejandra Guzman
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Brendan Finneran
Senior Portfolio Manager
Derek Ruan
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Lioness Ebbay, Esq.
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Lexi Shaheri
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Mike Shotton
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Luke Everhart
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James Cordle
Senior Trader
Aimie Lalas
Tax Administrator
Nicolo Gori
Client Service Associate
Benjamin Kanter
Client Service Associate
Cecilia Umbel
Client Service Manager
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Teddy Weber, CPA
Tax Associate
Raesa Martin
Client Service Associate
Tyler Resh
Chief Growth Officer
Jordan Thatcher
Senior Tax Consultant
Wyatt Gibson
Junior Tax Associate
Kingsley Choi
Wealth Advisor
Roger Lopez
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Joe Mezzetta, CPA
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Alexandra Miller
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Morten Roness, MBA
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Charlotte Perkinson
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Sam Sosa, J.D.
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JP Tran
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