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

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