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Joshua Fein

Controller
Education and Credentials

As the firm’s controller, Joshua Fein is responsible for the day-to-day accounting and development of accounting operations at SteelPeak. He has worked in the corporate accounting space his entire career. Having worked in a variety of industries including property management, market research, securities, food manufacturing, and financial consulting. Taking along a wealth of knowledge and experience with him.

Joshua is a life-long Los Angeles native and graduated in 2006 from California State University Northridge (CSUN) with a degree in finance. He also has a certificate of achievement in accounting from Santa Monica College and is an actively licensed CPA. He actively participates in the resume review program through the CSUN alumni association for graduating students. Beyond that, he always looks for something new to enjoy and learn from as one truly never stops learning.

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

Other Team Members

Ryan Santiago
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Jennifer Prendergast
Tax Operations Lead
Ceasar Garvida, CFP®, CIMA®
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Justin Iskander, CFP®, CPA, MBA
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Jordan Peterson, CPFA®
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Adam Greenwald
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Michael Nader, EA
Tax Associate
Joe Fusaro
Director of Operations
Laila Bahman
Associate
Brendan Finneran
Senior Portfolio Manager
Brandon McAuslen
Portfolio Manager
Rich Winer
Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Andrea Chandos
Sr. Tax Administrator
Bradley Triana
Tax Consultant
Airene Williamson
Chief Legal & Compliance Officer
Katherine Neto, AWMA®
Client Service Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Kim Zajic
Chief Administrative Officer
Allison Garcia
Tax Administrator
Dalia Dardoon
Associate Wealth Advisor
Michael Gansfuss
Business Development Manager, Alpha Summit
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Camille Reyes
Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Michelle Nanoff
Sr. Client Service Associate
Leonard Green
Compliance Manager
Dylan Drake
Marketing Associate
Tony Walsh
Chief Operating Officer
Andy Rosas
AI Strategy & Operations Manager
Lisa Tashtchian
Sr. Client Service Associate
Daniel Atchinson
Junior Tax Associate
Jonathan Sheen
Junior Portfolio Manager
Lucas McDonnell
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
JP Tran
Client Service Associate
Jack Martin
Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Jackie Stafford
Sr. Client Service Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Derek Ruan
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Nina Weiss
Sr. Client Service Associate
Kiras Persky
Deputy General Counsel
Andrew Moss
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Anthony Kim
Portfolio Manager
Mark Koellner, CFP®, CRPC®
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Jess Boone
Director of Client Development, SteelPeak Sports
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Myles Bozinovski
Business Development Manager
Wyatt Gibson
Junior Tax Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Harley Guzman
Office Manager & Junior Paralegal
Roger Lopez
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Jordan Thatcher
Senior Tax Consultant
Josh Lev
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Stephanie Valderrama
Administrative Assistant
Mike Janis
Sr. Vice President, Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Enrique Vargas
Business Development
Joseph Brandolino
Associate Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Wayne T. Slappy
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Jason Hart
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Lesny Espinoza, EA
Tax Associate
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Steven K. Ridgeway, CPA
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Annie Heller
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Patrick Oliver, MST, EA
Senior Tax Consultant
Morten Roness, MBA
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James Cordle
Senior Trader
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HR & Talent Manager
Lioness Ebbay, Esq.
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Sr. Vice President, Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Curtis Cooper
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Stephen Fringer
Systems & Reporting Manager
Sam Sosa, J.D.
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Cecilia Umbel
Client Service Manager
Mary Berg, CPA/PFS
Technical Reviewer
Aimie Lalas
Tax Administrator
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
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Rachel Otto
Staff Accountant