Buildings

Eric Chamberlain

Vice President, Wealth Advisor
Education and Credentials
Utah State University; Webster University of Vienna, Austria

Eric enjoys helping clients accomplish their financial objectives. He brings over 20 years of experience working in capital markets – including equities trading, portfolio administration, equity research, and risk management. Prior to joining Steal Peak, Eric managed a Market Neutral Fund which specializes in selling overvalued equity and index options.

Eric works closely with clients to develop tailored investment strategies and portfolio models.  He also regularly meets with clients to share SteelPeak’s thinking on global markets and economies.

Eric is a graduate of Utah State University and Webster University of Vienna, Austria with a major in finance, accounting, and international business.

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

Other Team Members

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