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

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