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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

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