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.

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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

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