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

Michael Nader, EA
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Natalie Arias
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Justin Iskander, CFP®, CPA, MBA
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Mike Shotton
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Laila Bahman
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Katherine Neto, AWMA®
Client Service Associate
Derek Ruan
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Jessica Donovan, CFP®, AIF®
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Robert Venezia
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Tyler Resh
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Jess Boone
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Annie Heller
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Lisa Tashtchian
Sr. Client Service Associate
Jordan Peterson, CPFA®
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Adam Greenwald
Sr. Client Service Associate
Stephanie Valderrama
Administrative Assistant
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Kingsley Choi
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Andrea Chandos
Sr. Tax Administrator
Peter Amling, CFP®
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Tony Walsh
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Jordan Thatcher
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Airene Williamson
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Roger Lopez
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Michael Gansfuss
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Patrick Oliver, MST, EA
Senior Tax Consultant
Wyatt Gibson
Junior Tax Associate
Andrew H. Jacobson
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James Cordle
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Zack Farooquee, AAMS®, AIF®
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Enrique Vargas
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Aimie Lalas
Tax Administrator
Jack Martin
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Ali Zamani AIF®, CFS®, CAS®
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Mark Koellner, CFP®, CRPC®
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Jason Hart
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Ceasar Garvida, CFP®, CIMA®
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Jonathan Sheen
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Stacy Borek, CFP®
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Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Lucas McDonnell
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Joe Mezzetta, CPA
Tax Preparation Manager
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
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Stephen Fringer
Systems & Reporting Manager
Harley Guzman
Office Manager & Junior Paralegal
Rachel Otto
Staff Accountant
Brandon McAuslen
Portfolio Manager
Joe Fusaro
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Anthony Kim
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Alexandra Miller
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Steven K. Ridgeway, CPA
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Andrew Moss
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Bradley Triana
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Ethan Ashbrook, CFP®
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Charlotte Perkinson
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Michael Rashtian
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Michelle Nanoff
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Dylan Drake
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Noah Barrionuevo
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Steven Dymant
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Teddy Weber, CPA
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Rina Pineda, CPA, MST
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Lioness Ebbay, Esq.
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Morten Roness, MBA
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Mary Berg, CPA/PFS
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Jackie Stafford
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Flavia Nunes
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Andy Rosas
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Founding Partner, CEO