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Alexis Prigo

Executive Assistant
Education and Credentials

As the Executive Assistant, Alexis ensures all day to day activities run smoothly for the Principals of the firm, overlooking all administrative activities to run smoothly and effectively. Alexis joins the team as the point person to the Executives with years of experience as a Personal and Executive Assistant.

She believes hard work and consistency makes success a reality and applies that to each day. She looks forward to building the crucial relationships with clients to ensure a seamless experience.

In her free time, she is part of the volunteer team at the Union Rescue Mission in Downtown Los Angeles and enjoys performing standup comedy.

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

Other Team Members

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