Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Reza Zamani is a Founding Partner and Chief Executive Officer 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 Chief Investment Officer 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 Chief Financial Officer 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
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
Brendan Finneran is SteelPeak Wealth’s Portfolio Manager. He is responsible for working with SteelPeak’s Investment Committee to research, enhance, and support the firm’s investment process.
Brendan served as Managing Director and Equity Trader at Virtus Investment Partners and had served as Portfolio Manager and Trader at Rampart Investment Management Company, LLC for 12 years. Prior to Rampart, he was trader and operations manager at Andover Capital Advisors, where he was responsible for operational account management and trading for all equity, option, bond, bank debt, CDS, and swap trades.
In his free time Brendan enjoys time with his wife and three children, attending family sporting events, and frequenting the beach.
T 818 835-8744
Vincent Amiot is SteelPeak Wealth’s Portfolio Manager. He is responsible for working with SteelPeak’s Investment Committee to research, enhance, and support the firm’s investment process.
He holds a bachelor’s degree in Accounting and Finance from London South Bank University and a Master’s Degree in Finance from Hult International Business School. Originally from France, Paris, he decided to move in London after high school and in the US after his bachelor’s degree where he pursued his master’s degree in Boston.
Vincent has a passion for sports and motorsports, he likes playing golf, soccer, tennis, race go kart and watch the Formula 1 races during the weekend.
T 818 835-8771
James handles day-to-day trading, operations, and assists with compliance duties at the firm. A 19-year veteran of the financial industry, he worked with Smith Barney (which later became Morgan Stanley) before joining SteelPeak Wealth.
James enjoys playing ice hockey, tennis and golf. He has been married for over 20 years and has two children.
T 818 835-8726
Alternative Investments Analyst
As the Alternative Investments Analyst, Vlad supports fundraising and acceleration across the spectrum of non-traditional high risk-return investment assets.
Vlad graduated from the Ulsan National Institute of Science and Technology with a Bachelor’s in Computer Science and Human Factors Engineering. He began his career at the NVIDIA CUDA Center as a research analyst. Vlad has been investing in deep-tech companies within Venture Capital funds in South Korea, Brazil, and the United States, with a particular focus on entrepreneurs who challenge conventional norms of human evolution (and its lack).
Outside of work, Vladislav enjoys literary realism, historical works on empires’ rise and collapse, and hiking.
T 818 835-8768