Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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