Buildings

Amalia Uribe

Human Resources Manager
Education and Credentials
Book a Complimentary Consultation

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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
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

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