Buildings

Cecilia Umbel

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