Buildings

Nina Weiss

Client Service Associate
Education and Credentials

Nina began her professional career in Human Resources, with a focus on Benefits and Retirement. She is excited to step into the Wealth Management space as a Customer Service Associate with SteelPeak. Nina is passionate about helping others through kindness, clear communication, and empathy.

Nina enjoys singing, songwriting, watching the Los Angeles Dodgers, and spending time with her husband and dog.

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

Other Team Members

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