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

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