Buildings

Curtis Cooper

Associate Wealth Advisor
Education and Credentials
Duke University
B.A. in Economics; Master of Management Studies

Curtis joined SteelPeak Wealth as an Associate Wealth Advisor, supporting the firm's advisors and clients while building the experience needed to grow within SteelPeak's wealth management platform. He earned his B.A. in Economics from Duke University and later completed his Master of Management Studies at Duke's Fuqua School of Business, where he also competed as a member of the Duke football program — an experience that instilled the discipline, preparation, and accountability he now brings to his work with clients.

That background is part of why Curtis is especially excited about SteelPeak Sports, where his perspective as a former Division I athlete gives him a natural connection to the athletes and families the firm serves.

Outside the office, Curtis enjoys hiking, weightlifting, and watching football. He recently relocated to Los Angeles, where he's been enjoying his exploration of the city.

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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
Curtis
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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Raesa Martin
Client Service Associate
Ryan Saidi, AIF®
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Peter Amling, CFP®
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Airene Williamson
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Wayne T. Slappy
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
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Annie Heller
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Jackie Stafford
Sr. Client Service Associate
Michael Rashtian
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Michael Nader, EA
Tax Associate
Myles Bozinovski
Business Development Manager
Brandon McAuslen
Portfolio Manager
Tony Walsh
Chief Operating Officer
Allison Garcia
Tax Administrator
Lucas McDonnell
Client Service Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Jason Hart
Director of Operations
Jess Boone
Director of Client Development, SteelPeak Sports
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Teddy Weber, CPA
Tax Associate
Anthony Kim
Portfolio Manager
Andrea Chandos
Senior Tax Administrator
Laila Bahman
Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Andrew Moss
Wealth Advisor
Aimie Lalas
Tax Administrator
Rich Winer
Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Kim Zajic
Chief Administrative Officer
Andy Rosas
AI Strategy & Operations Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Steven K. Ridgeway, CPA
Tax Services Lead
Nina Weiss
Sr. Client Service Associate
Joe Fusaro
Director of Operations
Josh Lev
Vice President, Investment Research
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
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Dalia Dardoon
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Morten Roness, MBA
Vice President, Wealth Advisor
Jordan Peterson, CPFA®
Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Cecilia Umbel
Client Service Manager
Joshua Fein
Controller
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Dylan Drake
Marketing Associate
JP Tran
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Mike Shotton
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Roger Lopez
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Tyler Resh
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Wyatt Gibson
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James Cordle
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Daniel Atchinson
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Alexandra Miller
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Ceasar Garvida, CFP®, CIMA®
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Joseph Brandolino
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Leonard Green
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Lesny Espinoza, EA
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Stephanie Valderrama
Administrative Assistant
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Kiras Persky
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