Buildings

Pete Alliegro, CFA

Director of Business Development
Education and Credentials

Pete has over 30 years of investment and wealth management experience. Prior to joining SteelPeak Wealth, he was a Portfolio Manager at Morgan Stanley and U.S. Trust. In addition, Pete worked as a Fixed Income Product Specialist at Nuveen Asset Management, and as an Institutional Consultant at Wilshire Associates. He also has experience in real estate (multi-family and student housing) and is a member of CalALTS.

Pete earned an Economics degree from the University of Delaware and an MBA from the Lubin School of Business at Pace University. He also holds the designation of Chartered Financial Analyst (CFA®) from The CFA Institute and is a member of the CFA Society of Los Angeles (CFALA).

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

Other Team Members

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