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Nina Weiss

Client Service Associate
Education and Credentials
Book a Complimentary Consultation

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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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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

Michael Nader, EA
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Steven K. Ridgeway, CPA
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Josh Lev
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Mark Koellner, CFP®, CRPC®
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Ceasar Garvida, CFP®, CIMA®
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Joe Mezzetta, CPA
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Allison Garcia
Tax Administrator
JP Tran
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Airene Williamson
Chief Legal & Compliance Officer
Anthony Kim
Portfolio Manager
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Raesa Martin
Client Service Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Charlotte Perkinson
HR & Talent Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Kingsley Choi
Wealth Advisor
Rachel Otto
Staff Accountant
James Cordle
Senior Trader
Luke Everhart
Business Development Associate
Alexandra Miller
Full Charge Bookkeeper
Richard Stucki
Senior Tax Reviewer
Tyler Resh
Chief Growth Officer
Robert Venezia
Sr. Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Mike Janis
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Joshua Fein
Controller
Aimie Lalas
Tax Administrator
Katherine Neto, AWMA®
Client Service Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Lisa Tashtchian
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Brendan Finneran
Senior Portfolio Manager
Ryan Santiago
Operations Manager
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Alejandra Guzman
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Lucas McDonnell
Client Service Associate
Michelle Nanoff
Sr. Client Service Associate
Kiras Persky
Deputy General Counsel
Cecilia Umbel
Client Service Manager
Bardia Maghami
Vice President, Fund Operations
Joe Fusaro
Director of Operations
Jess Boone
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Leonard Green
Compliance Manager
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Rich Winer
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Andrew H. Jacobson
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Brandon McAuslen
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Nicolo Gori
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Justin Iskander, CFP®, CPA, MBA
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Jennifer Prendergast
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Ali Zamani AIF®, CFS®, CAS®
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Michael Rashtian
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Andrew Moss
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Daniel Atchinson
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Rina Pineda, CPA, MST
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Myles Bozinovski
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Teddy Weber, CPA
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Annie Heller
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