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

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