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Samantha Orellana

Client Service Associate
Education and Credentials
University of San Diego

Samantha, a Washington, D.C. native, is a finance professional with five years of experience in the financial services industry, specializing in banking and investor relations. She graduated in 2021 from the University of San Diego with a B.S. in Finance. She is passionate about helping businesses navigate the complexities of finance, focusing on strategic growth and investment opportunities.

Known for her ability to embrace challenges and perform under pressure, Samantha thrives in fast-paced environments and enjoys tackling complex problems. Outside of her professional life, she’s an avid cook and passionate traveler.

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

Other Team Members

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