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

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