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Noah Barrionuevo

Associate
Education and Credentials
University of Colorado Boulder
B.S. in Finance

Originally from Boulder, Colorado, Noah is an Associate at SteelPeak, based out of the Woodland Hills office. He earned his B.S. in Finance from the University of Colorado Boulder, graduating in May 2026.

Before joining SteelPeak, Noah gained professional experience in both IT and sales, developing strong problem-solving, communication, and client service skills. He is committed to producing clear, comprehensive, and detail-oriented work, taking pride in working through complex challenges to deliver accurate, thoughtful solutions. Dedicated to providing exceptional support, he strives to ensure clients receive precise, reliable service while continuing to grow his knowledge of the wealth management industry.

Outside of work, Noah enjoys hiking, running, travelling, reading, watching the Denver Broncos, and spending time outdoors near a body of water.

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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
Noah
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Justin Iskander, CFP®, CPA, MBA
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Ryan Saidi, AIF®
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Jackie Stafford
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Lesny Espinoza, EA
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Robert Venezia
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
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Laila Bahman
Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Enrique Vargas
Business Development
Peter Amling, CFP®
Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Adam Greenwald
Sr. Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Jordan Peterson, CPFA®
Wealth Advisor
Kiras Persky
Deputy General Counsel
Myles Bozinovski
Business Development Manager
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Aimie Lalas
Tax Administrator
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
James Cordle
Senior Trader
Katherine Neto, AWMA®
Client Service Associate
Dalia Dardoon
Associate Wealth Advisor
Dylan Drake
Marketing Associate
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Stephanie Valderrama
Administrative Assistant
Airene Williamson
Chief Legal & Compliance Officer
Lioness Ebbay, Esq.
Director of Estate Consulting
Michael Gansfuss
Business Development Manager, Alpha Summit
Rachel Otto
Staff Accountant
Jack Martin
Associate Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Ashley Payrits
Alternative Investments Analyst
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Jonathan Sheen
Junior Portfolio Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Tyler Resh
Chief Growth Officer
Joseph Brandolino
Associate Wealth Advisor
JP Tran
Client Service Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Ryan Santiago
Operations Manager
Joe Mezzetta, CPA
Tax Preparation Manager
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Mary Berg, CPA/PFS
Technical Reviewer
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Andy Rosas
AI Strategy & Operations Manager
Josh Lev
Vice President, Investment Research
Kingsley Choi
Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Lisa Tashtchian
Sr. Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Kim Zajic
Chief Administrative Officer
Roger Lopez
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Andrew Moss
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Rich Winer
Vice President, Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Michael Rashtian
Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Bardia Maghami
Vice President, Fund Operations
Bradley Triana
Tax Consultant
Joshua Fein
Controller
Alexandra Miller
Full Charge Bookkeeper
Andrea Chandos
Sr. Tax Administrator
Derek Ruan
Wealth Advisor
Wayne T. Slappy
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Patrick Oliver, MST, EA
Senior Tax Consultant
Tony Walsh
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Michael Nader, EA
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Natalie Arias
Office Manager & Administrative Assistant
Joe Fusaro
Director of Operations
Leonard Green
Compliance Manager
Sam Sosa, J.D.
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Mike Janis
Sr. Vice President, Wealth Advisor
Harley Guzman
Office Manager & Junior Paralegal
Michelle Nanoff
Sr. Client Service Associate
Curtis Cooper
Associate Wealth Advisor
Luke Everhart
Business Development Associate
Jason Hart
Director of Operations
Brandon McAuslen
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Cecilia Umbel
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