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Omeri Davidi

Operations Associate
Education and Credentials
Book a Complimentary Consultation

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Career Highlights
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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?
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Schedule a Meeting with
Omeri
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

Brendan Finneran
Senior Portfolio Manager
Pete Alliegro, CFA
Director of Business Development
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Spencer Mittin
Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Alexis Prigo
Executive Assistant
James Cordle
Senior Trader
Rich Winer
Vice President, Wealth Advisor
Colin Kapp
Director of Marketing
Nick Sailer
Investment Analyst
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Flavia Nunes
Wealth Advisor
Joshua Fein
Controller
Nicolo Gori
Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Michael Rashtian
Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Justin Iskander, CPA
Investment Analyst
Roger Lopez
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Sam Sosa
Wealth Advisor
Eric Chamberlain
Vice President, Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Lexi Shaheri
Client Service Associate
Vladislav Donets
Senior Associate - Alternatives
Chris Shelburne
Director of Corporate Development
James Cotton
Operations Associate
Amalia Uribe
Human Resources Manager
Stephanie Valderrama
Administrative Assistant
Wayne T. Slappy
Wealth Advisor
Daisy Stinson
Client Service Associate
Lisa Tashtchian
Business Development Coordinator
Airene Williamson
Chief Legal Officer
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Joseph Brandolino
Client Service Associate
Matthew Keller
Vice President, Wealth Advisor
Victoria Harding
Corporate Development Analyst
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Nina Weiss
Client Service Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Billy Yeh
Director of Insurance Solutions
Kim Zajic
Chief Administration Officer