Buildings

Colin Kapp

Director of Marketing
Education and Credentials

Colin Kapp is the Director of Marketing for SteelPeak Wealth. He is passionate about connecting people with things they find valuable and has been working in financial services for the bulk of his career. A digital native, Colin has helped organizations add efficiency and measurability to their marketing efforts.

He holds a bachelor’s degree from Indiana University’s Kelley School of Business in Marketing and Operations, and an MBA from Chapman University. Before joining SteelPeak Wealth, Colin worked as Director of Digital Marketing for First Foundation Inc., a publicly traded wealth management and banking firm, and most recently as Senior Operations Director for First American Financial’s Data & Analytics division.

Colin lives in Orange County with his wife, two children, chocolate Labrador, and Siamese cat. In his spare time, he enjoys cooking, consuming content created by others, and watching Michigan Wolverines and Detroit Lions football.

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

Other Team Members

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