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Nicolo Gori

Client Service Associate
Education and Credentials

Nicolo grew up in the California Bay Area before attending the University of Oregon, where he earned his B.S. in Finance.

After graduating, Nicolo began his professional career as a Client Services Associate at an insurance brokerage, gaining experience in client relations and financial services. He later transitioned to SteelPeak Wealth.

Outside of work, Nicolo enjoys running, traveling, and spending time in nature.

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

Other Team Members

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