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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.

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Kingsley Choi
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Rina Pineda, CPA, MST
Director of Tax Consulting
Mike Janis
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Mark Koellner, CFP®, CRPC®
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Airene Williamson
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Administrative Assistant
Ceasar Garvida, CFP®, CIMA®
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Bardia Maghami
Vice President, Fund Operations
Joseph Brandolino
Associate Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Myles Bozinovski
Business Development Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Daniel Atchinson
Junior Tax Associate
Joshua Fein
Controller
Tony Walsh
Chief Operating Officer
Nina Weiss
Client Service Associate
Brandon McAuslen
Portfolio Manager
Richard Stucki
Senior Tax Reviewer
Andy Rosas
Operations Manager
Aimie Lalas
Tax Administrator
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Lioness Ebbay, Esq.
Director of Estate Consulting
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Roger Lopez
Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Leonard Green
Compliance Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Michael Rashtian
Vice President, Wealth Advisor
James Cordle
Senior Trader
Andrea Chandos
Senior Tax Administrator
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Joe Fusaro
Director of Operations
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Lisa Tashtchian
Sr. Client Service Associate
Wyatt Gibson
Junior Tax Associate
Rich Winer
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Steven Dymant
Director of Alternative Solutions
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Justin Iskander, CFP®, CPA, MBA
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Luke Everhart
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Zack Farooquee, AAMS®, AIF®
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Alejandra Guzman
Paralegal – Compliance Associate
Alexandra Miller
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Brendan Finneran
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Associate Wealth Advisor
Raesa Martin
Client Service Associate
Charlotte Perkinson
HR & Talent Manager
Katherine Neto, AWMA®
Client Service Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Cecilia Umbel
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Vice President, Investment Research
Morten Roness, MBA
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Jordan Thatcher
Senior Tax Consultant
Benjamin Kanter
Client Service Associate
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Client Service Associate
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Lesny Espinoza
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Michelle Nanoff
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Kim Zajic
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