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Nicole Bezerra

HR Associate
Education and Credentials
California State University, Northridge Bellevue University
B.A. in Psychology, M.S. in Industrial and Organizational Psychology
Associate Professional in Human Resources (aPHR)

Nicole serves as the HR Associate at SteelPeak Wealth, where she supports a variety of Human Resources initiatives and functions. She holds a bachelor’s degree in Psychology, a master’s degree in Industrial and Organizational Psychology, and is certified as an Associate Professional in Human Resources. With several years of experience in banking at JPMorgan Chase, Nicole is especially excited to be in a role that brings together her passion for Human Resources with her interest in supporting the financial health and well-being of her community.

Nicole enjoys building meaningful relationships, learning new things, and finding thoughtful ways to improve processes and create positive experiences for employees. She is passionate about fostering workplaces where people feel supported, valued, and empowered to grow throughout their careers. She looks forward to continuing to learn and contribute while helping both employees and the organization thrive.

Outside of work, Nicole enjoys spending time with her family, friends, partner, and dog. She loves traveling, attending live music events, visiting art museums, participating in arts and crafts, and reading with her book club.

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

Other Team Members

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