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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

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