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John Perry, CPFA, CDS

Sr. Vice President, Wealth Advisor
Education and Credentials
Book a Complimentary Consultation

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Career Highlights
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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?
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Schedule a Meeting with
John
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Robert Venezia
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Morten Roness, MBA
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Andrew H. Jacobson
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Christine Mueller Coley, CFP®, CDFA®
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Nicolo Gori
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Alexis Prigo
Executive Assistant
Lioness Ebbay, Esq.
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Joshua Fein
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Billy Yeh
Director of Insurance Solutions
Justin Iskander, CPA
Investment Analyst
Rina Pineda, CPA, MST
Director of Tax Consulting
Airene Williamson
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Lisa Tashtchian
Business Development Coordinator
Ali Zamani AIF®, CFS®, CAS®
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Victoria Harding
Corporate Development Analyst
James Cotton
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Vladislav Donets
Senior Associate - Alternatives
Eric Chamberlain
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Brian Matthews, CFP®
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Mike Shotton
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Leonard Green
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Daisy Stinson
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Spencer Mittin
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Roger Lopez
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Heidi Wilson, WMCP®, CDFA®
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Administrative Assistant
Wayne T. Slappy
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Chris Shelburne
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Katherine Neto, AWMA®
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Amalia Uribe
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Joseph Auday, CFP®, CRPC®
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