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Stephanie Valderrama

Administrative Assistant
Education and Credentials

In her position as Administrative Assistant Stephanie ensures the continuous flow of information within the office and supports the team with an extensive array of administrative tasks. Stephanie has been working in customer service for over eight years. She has been part of Options for Youth, an independent study program that allows her to discover her passion for writing. Stephanie welcomes new challenges as opportunities to learn and grow as a person. She believes that a strong support system is a vital part of success – that’s why she is driven to give back and support those around her.

Stephanie enjoys reading and hopes to write a book someday. She is also a fan of kickboxing and boxing.

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

Other Team Members

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