Buildings

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

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