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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.

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Kim Zajic
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Alexandra Miller
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JP Tran
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Associate Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Annie Heller
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Lioness Ebbay, Esq.
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Compliance Manager
Ryan Santiago
Operations Manager
Jennifer Prendergast
Tax Operations Lead
Andrea Chandos
Senior Tax Administrator
Airene Williamson
Chief Legal Officer
Roger Lopez
Wealth Advisor
Lexi Shaheri
Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Alejandra Guzman
Paralegal – Compliance Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Michael Nader, EA
Tax Associate
Wyatt Gibson
Junior Tax Associate
Cecilia Escobar
Senior Client Service Associate
Stacy Borek, CFP®
Senior Tax Associate
Justin Iskander, CPA
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Lisa Tashtchian
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James Cordle
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Teddy Weber, CPA
Tax Associate
Steven Dymant
Director of Alternative Solutions
Samantha Orellana
Client Service Associate
Raesa Martin
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Derek Ruan
Associate Wealth Advisor
Wayne T. Slappy
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Bardia Maghami
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Joseph Brandolino
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Shelby Brennan, CPA, CFP®
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Tony Walsh
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Peter Amling, CFP®
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Rich Winer
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Ali Zamani AIF®, CFS®, CAS®
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Aimie Lalas
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Stephanie Valderrama
Administrative Assistant
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Katherine Neto, AWMA®
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Steven K. Ridgeway, CPA
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Rina Pineda, CPA, MST
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