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Jess Boone

Director of Client Development, SteelPeak Sports
Education and Credentials
University at Albany; Manhattan College
B.A. in Business, M.S. in Counseling Psychology

Jessica Boone is Director of Client Development, SteelPeak Sports, based in Chapel Hill, North Carolina. In her role, she leads the Sports Division of SteelPeak Wealth, focusing on the unique and evolving needs of athletes as they transition through scholastic and professional stages. Jessica works closely with athletes and their families to bridge the worlds of sports, business, and everyday life—helping them plan strategically for both the present and the future.

With a distinctive background as a Division I college coach and athletics administrator, and over 20 years in College Athletics, Jessica brings a deep understanding of the challenges and opportunities facing today’s athletes. Her experience enables her to educate, support, and guide clients with insight and assist in creating goals.

Jessica earned her M.S. in Counseling Psychology from Manhattan College, where she also served as a graduate assistant coach. She holds a B.A. in Business from the University at Albany (NY), where she was a four-year Division I lacrosse player and received Player of the Year honors.

Outside of her professional work, Jessica enjoys spending time with her two sons and supporting her husband, Scott, a Division I college football coach.

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

Other Team Members

Andrew Moss
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Lisa Tashtchian
Sr. Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Michelle Nanoff
Sr. Client Service Associate
Ryan Santiago
Operations Manager
Joseph Brandolino
Associate Wealth Advisor
Myles Bozinovski
Business Development Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Lesny Espinoza
Tax Associate
Katherine Neto, AWMA®
Client Service Associate
Jordan Thatcher
Senior Tax Consultant
Cecilia Umbel
Client Service Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Jackie Stafford
Client Service Associate
Anthony Kim
Portfolio Manager
Rachel Otto
Staff Accountant
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Alejandra Guzman
Paralegal – Compliance Associate
Stephanie Valderrama
Administrative Assistant
Michael Rashtian
Vice President, Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Derek Ruan
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Joshua Fein
Controller
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Wayne T. Slappy
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Airene Williamson
Chief Legal & Compliance Officer
Teddy Weber, CPA
Tax Associate
Michael Nader, EA
Tax Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Nina Weiss
Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Morten Roness, MBA
Vice President, Wealth Advisor
James Cordle
Senior Trader
Kingsley Choi
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Ethan Ashbrook
Associate Wealth Advisor
Lucas McDonnell
Client Service Associate
Tony Walsh
Chief Operating Officer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Charlotte Perkinson
HR & Talent Manager
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Roger Lopez
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Nicolo Gori
Client Service Associate
Luke Everhart
Business Development Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Brandon McAuslen
Portfolio Manager
Joe Fusaro
Director of Operations
Mike Janis
Sr. Vice President, Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Allison Garcia
Tax Administrator
Steven K. Ridgeway, CPA
Tax Services Lead
Samantha Orellana
Client Service Associate
Andy Rosas
AI Strategy & Operations Manager
Kiras Persky
Deputy General Counsel
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Aimie Lalas
Tax Administrator
Steve Racius
Associate Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Richard Stucki
Senior Tax Reviewer
Daniel Atchinson
Junior Tax Associate
Kim Zajic
Chief Administrative Officer
JP Tran
Client Service Associate
Raesa Martin
Client Service Associate
Joe Mezzetta, CPA
Tax Preparation Manager