Buildings

Camille Reyes

Associate
Education and Credentials
University of California, Los Angeles
B.A. in Education & Social Transformation

Camille Reyes is an Associate with a passion for building meaningful client relationships and delivering exceptional service. She graduated from the University of California, Los Angeles (UCLA), where she developed a strong foundation in client engagement. During her time at UCLA, Camille also completed a Client Services Associate internship, gaining valuable hands-on experience supporting clients.

Outside of work, Camille enjoys playing the piano, competing in chess, playing volleyball, exploring photography, and traveling to new places, where she enjoys experiencing different cultures and capturing memorable moments.

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

Other Team Members

Andrea Chandos
Sr. Tax Administrator
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Kiras Persky
Deputy General Counsel
Noah Barrionuevo
Associate
Ryan Santiago
Operations Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Lucas McDonnell
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Jess Boone
Director of Client Development, SteelPeak Sports
Michael Gansfuss
Business Development Manager, Alpha Summit
Brendan Finneran
Senior Portfolio Manager
Cecilia Umbel
Client Service Manager
Katherine Neto, AWMA®
Client Service Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Dylan Drake
Marketing Associate
Michael Rashtian
Vice President, Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Morten Roness, MBA
Vice President, Wealth Advisor
Laila Bahman
Associate
Enrique Vargas
Business Development
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Myles Bozinovski
Business Development Manager
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Natalie Arias
Office Manager & Administrative Assistant
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Tony Walsh
Chief Operating Officer
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Charlotte Perkinson
HR & Talent Manager
Andrew Moss
Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Patrick Oliver, MST, EA
Senior Tax Consultant
Brandon McAuslen
Portfolio Manager
Joe Fusaro
Director of Operations
JP Tran
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Kim Zajic
Chief Administrative Officer
Wyatt Gibson
Junior Tax Associate
Adam Greenwald
Sr. Client Service Associate
Jordan Thatcher
Senior Tax Consultant
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Josh Lev
Vice President, Investment Research
Luke Everhart
Business Development Associate
Jason Hart
Director of Operations
Michelle Nanoff
Sr. Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Jonathan Sheen
Junior Portfolio Manager
Curtis Cooper
Associate Wealth Advisor
Jack Martin
Associate Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Derek Ruan
Wealth Advisor
Aimie Lalas
Tax Administrator
Daniel Atchinson
Junior Tax Associate
Jennifer Prendergast
Tax Operations Lead
Harley Guzman
Office Manager & Junior Paralegal
Peter Amling, CFP®
Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Jordan Peterson, CPFA®
Wealth Advisor
Anthony Kim
Portfolio Manager
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Kingsley Choi
Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Roger Lopez
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Bradley Triana
Tax Consultant
Lesny Espinoza, EA
Tax Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Steven K. Ridgeway, CPA
Tax Services Lead
Jackie Stafford
Sr. Client Service Associate
Rachel Otto
Staff Accountant
Stephanie Valderrama
Administrative Assistant
Joshua Fein
Controller
Lisa Tashtchian
Sr. Client Service Associate
Samantha Orellana
Client Service Associate
Stephen Fringer
Systems & Reporting Manager
Joseph Brandolino
Associate Wealth Advisor
Tyler Resh
Chief Growth Officer
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
James Cordle
Senior Trader
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor