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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

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