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

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