Buildings

Lucas McDonnell

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

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.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

Kingsley Choi
Wealth Advisor
Tony Walsh
Chief Operating Officer
Bardia Maghami
Fund Operations Associate
Cecilia Escobar
Senior Client Service Associate
Jordan Thatcher
Senior Tax Consultant
Derek Ruan
Associate Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Raesa Martin
Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Joe Fusaro
Director of Operations
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Luke Everhart
Business Development Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Michael Rashtian
Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Peter Amling, CFP®
Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Jennifer Prendergast
Tax Operations Lead
Kim Zajic
Chief Administration Officer
Josh Lev
Alternative Investment Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Michael Nader, EA
Tax Associate
Airene Williamson
Chief Legal Officer
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Leonard Green
Compliance Manager
Anthony Kim
Portfolio Manager
Joe Mezzetta, CPA
Senior Tax Associate
Steve Racius
Associate Wealth Advisor
Lisa Tashtchian
Senior Client Service Associate
Dylan Drake
Marketing Associate
Rich Winer
Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Justin Iskander, CPA
Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Ryan Santiago
Operations Manager
Samantha Orellana
Client Service Associate
Lexi Shaheri
Client Service Associate
Andrea Chandos
Senior Tax Administrator
Drew Clanton
Operations Associate
Wayne T. Slappy
Wealth Advisor
Teddy Weber, CPA
Tax Associate
Sam Sosa, J.D.
Wealth Advisor
Benjamin Kanter
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Andy Rosas
Operations Manager
Joshua Fein
Controller
Robert Venezia
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Annie Heller
Client Service Associate
Brandon McAuslen
Portfolio Manager
Stacy Borek, CFP®
Senior Tax Associate
Nina Weiss
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Maddie Zakarian
Administrative Specialist
Lioness Ebbay, Esq.
Director of Estate Consulting
Charlotte Perkinson
HR & Talent Manager
James Cordle
Senior Trader
Rachel Otto
Staff Accountant
Joseph Brandolino
Associate Wealth Advisor
JP Tran
Client Service Associate
Nicolo Gori
Client Service Associate
Tyler Resh
Chief Growth Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Roger Lopez
Wealth Advisor
Flavia Nunes
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Stephanie Valderrama
Administrative Assistant