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

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