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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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