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

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