Buildings

Cecilia Escobar

Senior Client Service Associate
Education and Credentials

Cecilia began her professional career in the Financial Industry over 14 years ago. Prior to coming to Steel Peak, she has held various roles including back-office support, operations assistant, client services, and relationship manager. She earned her Bachelor’s in Business Administration with a emphasis on management in 2017.

In her spare time, you can find Cecilia cheering on her son’s football team, chasing a feral toddler, or enjoying a good book.

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

Other Team Members

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