Buildings

Daisy Stinson

Client Service Associate
Education and Credentials

Daisy grew up in Southern California before attending San Diego State University, where she earned her degree in Finance.

After graduating, Daisy began her professional journey in mortgage lending, where she honed her skills in financial analysis. She then expanded her expertise by working in accounting and later transitioned to a marketing agency, gaining valuable experience in a variety of roles. With a strong attention to detail and a numbers-focused mindset, Daisy now serves as a Client Services Associate at SteelPeak Wealth.

Outside of work, Daisy enjoys spending time outdoors, whether it’s running along the beach, riding horses, hiking, or simply enjoying nature’s beauty.

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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
Daisy
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Pete Alliegro, CFA
Director of Business Development
Cecilia Escobar
Senior Client Service Associate
Brian Matthews, CFP®
Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Alexis Prigo
Executive Assistant
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Vladislav Donets
Senior Associate - Alternatives
Roger Lopez
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Flavia Nunes
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Omeri Davidi
Operations Associate
Matthew Keller
Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
James Cotton
Operations Associate
James Cordle
Senior Trader
Tony Walsh
Chief Operating Officer
Sam Sosa
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Colin Kapp
Director of Marketing
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Kingsley Choi
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Robert Venezia
Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Nicolo Gori
Client Service Associate
Leonard Green
Compliance Manager
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Airene Williamson
Chief Legal Officer
Katherine Neto, AWMA®
Client Service Associate
Joshua Fein
Controller
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Victoria Harding
Corporate Development Analyst
Michelle Nanoff
Senior Client Service Associate
Stephanie Valderrama
Administrative Assistant
Amalia Uribe
Human Resources Manager
Eric Chamberlain
Vice President, Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Lisa Tashtchian
Business Development Coordinator
Brendan Finnerman
Senior Portfolio Manager
Rich Winer
Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administration Officer
Lexi Shaheri
Client Service Associate
Justin Iskander, CPA
Investment Analyst
Spencer Mittin
Client Service Associate
Billy Yeh
Director of Insurance Solutions
Summer Larzelere
Senior Tax Consultant
Nick Sailer
Investment Analyst
Chris Shelburne
Director of Corporate Development
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor