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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

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