Tiffany has 25 years of client service and operations experience. Prior to joining SteelPeak Wealth, she was the Operations Manager at a hedge fund in Los Angeles. In 2010, she helped start the West Coast Prime Brokerage division at Barclays Bank and was Director of Account Management. She previously served as Vice President of Prime Brokerage Account Management at Pershing, an affiliate of The Bank of New York Mellon and a Senior Relationship Manager for Bear Stearns Prime Services. She began her career as the Operations Manager at Zazove Associates, a $3 billion hedge fund specializing in convertible securities. She holds a BA in International Relations and Political Science from The University of Southern California.
Tiffany and her husband live in Malibu with their two teenage sons and enjoy spending time at the beach and skiing in the winter.
T 818 835-8757
Client Service Manager
As Client Service Manager, 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
As SteelPeak Wealth’s Compliance Manager, Lance ensures that the company stays on track with its business objectives while minimizing risks and elevating business fiduciary and compliance standards above and beyond the current and future regulatory guidelines. Lance has experience in regulatory compliance as well as in investment compliance. Prior to SteelPeak Wealth, Lance has been with the Financial Industry Regulatory Authority (FINRA) for seven years and spent six years in the field of investment compliance.
Lance graduated from California State University Los Angeles with a double major in Finance and International Business. In his free time, he enjoys swimming and traveling with his family.
T 818 835-8756
Business Development Coordinator
Jacky is the Business Development Coordinator at SteelPeak Wealth. Her unique work history in the entertainment and real estate industries has shaped her business acumen and high level of client management. Jacky previously worked in real estate and her interest in investment and developmental real estate naturally led her to be interested in investment management and SteelPeak Wealth.
Jacky studied Marketing and Brand Management at the Fashion Institute of Design and Merchandising and also took courses in Business and Economics. She believes that innovative creativity, a keen eye for detail and problem solving are all necessary in this industry and are the driving forces behind her work. With an acute strength for building relationships, Jacky always ensures clients receive nothing but the best service. Jacky treats everyone with attention and warmth, whether a client, a partner or another employee. Solutions-driven, Jacky works with the firm, Advisors and Strategic Partners to build the SteelPeak Wealth brand and strengthen business development.
In her spare time, Jacky continues to practice real estate and explores creative opportunities focused in the fashion and entertainment industries. She loves to stay active, spend time with her family and practice playing classical piano. She is passionate about traveling the world, tackling one new destination at a time.
T 818 835-8731
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
Danielle is the Executive Assistant to the Founding Partners at SteelPeak Wealth.
Prior to joining SteelPeak, Danielle worked in the management consulting space where she gained experience in exceptional client service within the telecommunications, publishing, and information security industries. She thrives in building relationships and enjoys connecting with clients to best serve them.
Danielle is a Southern California native and has lived both bi-coastally and internationally. She enjoys being active and broadening her community through social events and spending time with friends and family. She holds a MA in Clinical Psychology from The Chicago School of Professional Psychology and speaks Spanish and French.
T 818 835-8733
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.
T 818 835-8703