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Benjamin Kanter

Client Service Associate
Education and Credentials
Chapman University
B.S. in Business Administration, minor in Political Science

Benjamin is a Client Service Associate at SteelPeak Wealth, based in the Woodland Hills office. In his role, he supports client relationships and works closely with Wealth Advisors to help ensure seamless daily operations and an excellent client experience. 

Originally from Salt Lake City, Benjamin earned his degree in Business Administration with a minor in Political Science from Chapman University. Drawn to the intersection of strategic financial planning and personal connection, he sees wealth management as an opportunity to make a meaningful impact on people’s lives. He is committed to deepening his expertise and growing within the financial industry through his work at SteelPeak.

Outside of work, Benjamin enjoys spending time outdoors hiking, biking, skiing, and running. 

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

Other Team Members

Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Aimie Lalas
Tax Administrator
Morten Roness, MBA
Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Brandon McAuslen
Portfolio Manager
Maddie Zakarian
Administrative Specialist
Jennifer Prendergast
Tax Operations Lead
Michael Rashtian
Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Leonard Green
Compliance Manager
Joseph Brandolino
Associate Wealth Advisor
Joe Fusaro
Director of Operations
Steven Dymant
Director of Alternative Solutions
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Flavia Nunes
Wealth Advisor
Annie Heller
Client Service Associate
Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Lexi Shaheri
Client Service Associate
Charlotte Perkinson
HR & Talent Manager
Brendan Finneran
Senior Portfolio Manager
Alejandra Guzman
Paralegal – Compliance Associate
Dylan Drake
Marketing Associate
Jordan Thatcher
Senior Tax Consultant
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Michelle Nanoff
Senior Client Service Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Stacy Borek, CFP®
Senior Tax Associate
Tony Walsh
Chief Operating Officer
Wayne T. Slappy
Wealth Advisor
Michael Nader, EA
Tax Associate
Shelby Brennan, CPA, CFP®
Senior Tax Consultant & Family Office Manager
Stephanie Valderrama
Administrative Assistant
Anthony Kim
Portfolio Manager
Peter Amling, CFP®
Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Justin Iskander, CPA
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Richard Stucki
Senior Tax Reviewer
Nina Weiss
Client Service Associate
Teddy Weber, CPA
Tax Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Kim Zajic
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Wyatt Gibson
Junior Tax Associate
Pete Alliegro, CFA
Director of Business Development
Andrea Chandos
Senior Tax Administrator
Bardia Maghami
Fund Operations Associate
Nicolo Gori
Client Service Associate
Derek Ruan
Associate Wealth Advisor
Kingsley Choi
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Drew Clanton
Operations Associate
Luke Everhart
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Roger Lopez
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Ryan Santiago
Operations Manager
Samantha Orellana
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Robert Venezia
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Myles Bozinovski
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Rina Pineda, CPA, MST
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Alexandra Miller
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Raesa Martin
Client Service Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Lucas McDonnell
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Lisa Tashtchian
Senior Client Service Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Josh Lev
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Katherine Neto, AWMA®
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Joe Mezzetta, CPA
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Airene Williamson
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Steve Racius
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Ryan Saidi, AIF®
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JP Tran
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James Cordle
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