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