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

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