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

Kim Zajic
Chief Administration Officer
Teddy Weber, CPA
Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Nick Sailer
Investment Analyst
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Eric Hua
Portfolio Manager
Nicolo Gori
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Lexi Shaheri
Client Service Associate
Joseph Brandolino
Client Service Associate
Airene Williamson
Chief Legal Officer
Michelle Nanoff
Senior Client Service Associate
Lisa Tashtchian
Business Development Coordinator
Samantha Orellana
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Spencer Mittin
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Katherine Neto, AWMA®
Client Service Associate
Roger Lopez
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Cole Murphy
Business Development Associate
Joshua Fein
Controller
Tyler Resh
Chief Growth Officer
Justin Iskander, CPA
Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Josh Lev
Alternative Investment Associate
James Cotton
Operations Associate
Brendan Finneran
Senior Portfolio Manager
Kingsley Choi
Wealth Advisor
Flavia Nunes
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Robert Venezia
Sr. Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
James Cordle
Senior Trader
Summer Larzelere
Senior Tax Consultant
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Tony Walsh
Chief Operating Officer
Maddie Zakarian
Administrative Specialist
Rich Winer
Vice President, Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Derek Ruan
Associate Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Sam Sosa, J.D.
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Alexis Prigo
Executive Assistant
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Wayne T. Slappy
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Leonard Green
Compliance Manager
Pete Alliegro, CFA
Director of Business Development
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate