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

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