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

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