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

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