Buildings

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.

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
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.

Other Team Members

Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Katherine Neto, AWMA®
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Allison Garcia
Tax Administrator
Josh Lev
Vice President, Investment Research
Lioness Ebbay, Esq.
Director of Estate Consulting
Jess Boone
Director of Client Development, SteelPeak Sports
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Michelle Nanoff
Sr. Client Service Associate
Tyler Resh
Chief Growth Officer
Samantha Orellana
Client Service Associate
Charlotte Perkinson
HR & Talent Manager
Joshua Fein
Controller
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Andrew Moss
Wealth Advisor
Kingsley Choi
Wealth Advisor
Jackie Stafford
Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Rachel Otto
Staff Accountant
Andy Rosas
AI Strategy & Operations Manager
Brendan Finneran
Senior Portfolio Manager
James Cordle
Senior Trader
Brandon McAuslen
Portfolio Manager
Leonard Green
Compliance Manager
Michael Rashtian
Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Nina Weiss
Client Service Associate
Kim Zajic
Chief Administrative Officer
Mike Janis
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Alejandra Guzman
Paralegal – Compliance Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Airene Williamson
Chief Legal & Compliance Officer
Joe Mezzetta, CPA
Tax Preparation Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Aimie Lalas
Tax Administrator
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Richard Stucki
Senior Tax Reviewer
Alexandra Miller
Full Charge Bookkeeper
Steve Racius
Associate Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Kiras Persky
Deputy General Counsel
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Nicolo Gori
Client Service Associate
Myles Bozinovski
Business Development Manager
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
JP Tran
Client Service Associate
Ryan Santiago
Operations Manager
Peter Amling, CFP®
Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Teddy Weber, CPA
Tax Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Lisa Tashtchian
Sr. Client Service Associate
Bardia Maghami
Vice President, Fund Operations
Michael Nader, EA
Tax Associate
Stephanie Valderrama
Administrative Assistant
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Lesny Espinoza
Tax Associate
Andrea Chandos
Senior Tax Administrator
Raesa Martin
Client Service Associate
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Joe Fusaro
Director of Operations
Derek Ruan
Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Cecilia Umbel
Client Service Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Jennifer Prendergast
Tax Operations Lead