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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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