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Natalie Arias

Office Manager & Administrative Assistant
Education and Credentials
California State University, San Bernardino
B.A. in Communication, with a concentration in Public Relations

Natalie brings extensive experience in executive support and office operations to her role at SteelPeak Wealth. Prior to joining the firm, she supported senior leadership teams and managed event logistics and organizational initiatives across both the nonprofit and private sectors. Natalie is known for her strong organizational skills, attention to detail, and dedication to delivering seamless experiences for clients and colleagues alike. She earned a Bachelor of Arts in Communications with a concentration in Public Relations from California State University, San Bernardino.

When she's not at work, Natalie enjoys spending her time outdoors, finding new restaurants, and visiting local art galleries and museums throughout Los Angeles.

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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
Natalie
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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