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Spencer Mittin

Client Service Associate
Education and Credentials

Spencer was born and raised in Los Angeles, California, graduating from UCLA with a degree in Communication Studies. After college, Spencer spent three years working in sales with the Los Angeles Rams, where he developed a passion for building strong relationships with clients and understanding their needs. This experience set the foundation for his current role at SteelPeak Wealth, where Spencer is excited to contribute to the team’s success and growth.

In his spare time, Spencer enjoys spending time at the beach, playing basketball, and making lasting memories with friends and family. He is also deeply involved with the Juvenile Diabetes Research Foundation, dedicating time to supporting the cause and raising awareness.

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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
Spencer
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Stephanie Valderrama
Administrative Assistant
Billy Yeh
Director of Insurance Solutions
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Nick Sailer
Investment Analyst
Michael Rashtian
Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Bardia Maghami
Fund Operations Associate
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Alexis Prigo
Executive Assistant
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Victoria Harding
Corporate Development Analyst
Joshua Fein
Controller
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Nina Weiss
Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Justin Iskander, CPA
Investment Analyst
Morten Roness, MBA
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Summer Larzelere
Senior Tax Consultant
Robert Venezia
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Vladislav Donets
Senior Associate - Alternatives
Colin Kapp
Director of Marketing
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Nicolo Gori
Client Service Associate
Amalia Uribe
Human Resources Manager
James Cordle
Senior Trader
Mike Shotton
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Matthew Keller
Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Flavia Nunes
Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Lisa Tashtchian
Business Development Coordinator
Wayne T. Slappy
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Lexi Shaheri
Client Service Associate
Eric Chamberlain
Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Brendan Finneran
Senior Portfolio Manager
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Michelle Nanoff
Senior Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Chris Shelburne
Director of Corporate Development
Omeri Davidi
Operations Associate
Joseph Brandolino
Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
James Cotton
Operations Associate
Tyler Resh
Chief Growth Officer
Rina Pineda, CPA, MST
Director of Tax Consulting
Sam Sosa
Wealth Advisor
Kim Zajic
Chief Administration Officer
Lioness Ebbay, Esq.
Director of Estate Consulting