Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Reza Zamani is a Founding Partner and CEO of SteelPeak Wealth. Reza has specialized in investment advisory and financial planning to meet the specific needs of ultra-high net worth clients, with over 20 years of industry experience. SteelPeak Wealth represents the culmination of an approach combining responsible fiduciary services, excellent client service and innovative thinking.
Reza received his bachelor’s degree in Business Economics with a minor in Sports Management from the University of California at Santa Barbara, where he played NCAA Division I soccer. He believes his history as a high-level athlete prepared him well for the process of building a team that is enthusiastic, passionate and hard-working. He also graduated from UCLA’s Management Development Program at the Anderson School of Management. Reza is an Accredited Investment Fiduciary and holds the Certified Portfolio Manager, CPM®, designation from Columbia University and the Academy of Certified Portfolio Managers. In addition, he is accredited as a Certified Fund Specialist, CFS®, and Certified Annuity Specialist, CAS®.
Reza spent the first 13 years of his career at two major Wall Street firms. He served as a Senior Vice President at UBS and Senior Portfolio Director at Morgan Stanley before forming SteelPeak Wealth in 2012. During his early years with major Wall Street firms, he always envisioned an independent advisory firm dedicated to providing a higher level of value and exceptional service to clients. Today, Reza’s vision of a talented team of advisors and management providing distinguished fiduciary services to clients has come to fruition in SteelPeak Wealth. SteelPeak Wealth represents Reza’s ideals of innovation, tenacity and client empathy.
Reza believes that giving back to the community is vital. He has served as a board member for non-profit organizations such as Providence Saint Joseph Medical Center and The Wellness Community of Los Angeles. He is currently involved with the Boys & Girls Club of Malibu. He is a frequent wealth management expert and contributor to many media outlets such as Fox Business News, Barron’s and The Wall Street Journal. His passions include spending time with his two children, and focusing on daily fitness to enrich his physical and mental health.
T 818 835-8721
Maz Esmailbeigi, AIF®, CFS®, CAS®
Founding Partner, CIO
Maz Esmailbeigi is a Founding Partner and the CIO of SteelPeak Wealth. He is one of SteelPeak Wealth’s three founding partners, who have shared almost two decades of teamwork together. Prior to SteelPeak Wealth, Maz was an Associated Vice President with UBS PaineWebber and a Vice President and Portfolio Management Director with Morgan Stanley.
He holds a Bachelor’s degree in Biology from California State University at Northridge. Maz is an Accredited Investment Fiduciary, AIF®, and holds the Certified Fund Specialist, CFS®, and Certified Annuity Specialist, CAS®, credential from the Institute of Business & Finance, and is working to become a Chartered Mutual Fund Counselor through the College of Financial Planning.
Maz draws on his background as a former business owner and as a veteran financial advisor to help his clients. He uses his broad advisory skills to benefit both individual and business clients, and is well versed in helping business owners translate their success into liquidity events and the retirement that they envision. Maz attributes SteelPeak Wealth’s success to understanding our clients and providing the exacting solutions that they require and expect. Every day he focuses on ensuring that SteelPeak Wealth represents the best interests of the clients and the long-term health of the company.
He has served as trustee on several nonprofit boards and is a frequent lecturer on investing. He is currently involved with Boys & Girls Club of Malibu, and Hang Out, Do Good (HODG), an organization which provides meals to those experiencing food insecurity. He and his wife Michelle reside in Calabasas with their two daughters.
T 818 835-8722
Ali Zamani, AIF®, CFS®, CAS®
Founding Partner, CFO
Ali Zamani is a Founding Partner and CFO of SteelPeak Wealth. He has worked with the other two founding partners for nearly two decades. Ali takes pride in helping advisory clients accomplish their most important life goals and in helping ensure that SteelPeak Wealth remains a strong business that succeeds by always putting clients first. SteelPeak Wealth is the result of collaborative thinking with the other two partners to create a wealth management firm that always puts the wellbeing of the client first and prioritizes innovative ways of doing business.
He holds a bachelor’s degree in Business Economics from the University of California at Santa Barbara. He began his career at Northwestern Mutual in Los Angeles, where he focused on estate and wealth transfer planning and then joined UBS as a Financial Analyst. Before co-founding SteelPeak Wealth, Ali was a Vice President of Investments and a Portfolio Management Director at Morgan Stanley. He is certified as an Accredited Investment Fiduciary, AIF®, Certified Fund Specialist, CFS®, and Certified Annuity Specialist, CAS®. Ali enjoys seeing SteelPeak Wealth help clients reach their unique set of goals and simplify the complex wealth management process. With a keen eye for detail and a vision for SteelPeak Wealth that spans decades, Ali is happy to see SteelPeak Wealth surpass its goals each year so that the firm can serve its clients in the best way possible.
Ali lives in Sherman Oaks with his wife Ferrah and two children. In his spare time he enjoys hiking, going to the beach, and watching his favorite team the Los Angeles Lakers.
T 818 835-8723
Chief Administrative Officer
As Chief Administrative Officer, Kim is responsible for a cornerstone of SteelPeak Wealth. Kim’s duties include servicing client accounts, addressing client needs, hiring and overseeing support staff. She handles all lending opportunities, whether in-house or with trusted advisors, and maintains Steel Peak’s third-party reporting and trading system. Kim has over 17 years of experience in the financial industry, having worked at UBS and Morgan Stanley before joining SteelPeak Wealth. Kim holds Series 7 and 66 securities licenses and earned her Bachelor’s Degree in Finance.
Kim is a natural people person. She strongly believes that SteelPeak Wealth’s cultural values are what differentiate the company. Each day she ensures that those values are not only committed to paper but are actually coming to life on a daily basis.
From the mountains to the sea, Kim finds her balance by spending time in nature. In her free time, she enjoys camping along California’s beautiful lakes and hiking in the mountains.
T 818 835-8724
Director of Operations
As Director of Operations, Tony assists with the day-to-day operations of the firm. With 10 years of experience in the financial industry, he has worked with multiple RIA’s as an Operations Manager prior to joining SteelPeak Wealth.
Born and raised in Southern California, Tony left the “Golden State” to attend Hawaii Pacific University, earning both his Bachelor of Science in Business Administration and Master of Business Administration degrees.
Tony enjoys spending time with his family & friends, playing golf, and rooting for his Los Angeles Dodgers.
T 818 835-8769
Director of Investments
Steve has a proven track record of accomplishment and leadership over a 35 year career across asset management, alternative investments and financial services with a focus on portfolio management, asset allocation, risk management, trading and operations.
Steve earned his Bachelor of Science in Finance and Entrepreneurial Management at the Wharton School, University of Pennsylvania. Prior to joining SteelPeak Wealth, he worked as a senior executive at both public and private companies across multiple asset classes including equities, fixed income, credit, managed futures, venture and private equity. As a member of Ambac Financial Group, he served as the Global Head of Capital Markets (Sales and Trading), running the Alternative Asset Management and the Global Derivatives Businesses. Before joining Ambac, Steve worked at Merrill Lynch in fixed income sales and trading in both the taxable and municipal divisions of the firm.
In his spare time, Steve enjoys hiking, boating and exercising.
T 818 835-8789