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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

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Leonard Green
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Myles Bozinovski
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Mary Berg, CPA/PFS
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Flavia Nunes
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Camille Reyes
Associate
Adam Greenwald
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Joe Mezzetta, CPA
Tax Preparation Manager
Kim Zajic
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Peter Amling, CFP®
Vice President, Wealth Advisor
Rachel Otto
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Jess Boone
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Natalie Arias
Office Manager & Administrative Assistant
Andy Rosas
AI Strategy & Operations Manager
Lioness Ebbay, Esq.
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Kiras Persky
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Alexandra Miller
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Ryan Santiago
Operations Manager
Brandon McAuslen
Portfolio Manager
Jordan Peterson, CPFA®
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Harley Guzman
Office Manager & Junior Paralegal
Wayne T. Slappy
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Rich Winer
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Rina Pineda, CPA, MST
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Mark Koellner, CFP®, CRPC®
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Patrick Oliver, MST, EA
Senior Tax Consultant
Tony Walsh
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Noah Barrionuevo
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Dalia Dardoon
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Brendan Finneran
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Michael Nader, EA
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Andrea Chandos
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Daniel Atchinson
Junior Tax Associate
Jackie Stafford
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Katherine Neto, AWMA®
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Ceasar Garvida, CFP®, CIMA®
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Samantha Orellana
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Lucas McDonnell
Client Service Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Stephanie Valderrama
Administrative Assistant
JP Tran
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Lesny Espinoza, EA
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Tyler Resh
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Laila Bahman
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Airene Williamson
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Associate Wealth Advisor
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