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.

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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

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