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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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Other Team Members

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