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Amalia Uribe

Human Resources Manager
Education and Credentials
Book a Complimentary Consultation

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Career Highlights
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Why did you get into wealth management?
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Schedule a Meeting with
Amalia
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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