Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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