Buildings

Laila Bahman

Associate
Education and Credentials
University of California, Santa Barbara
B.S. in Statistics and Data Science

Laila joined SteelPeak Wealth as an Associate after earning her Bachelor of Science in Statistics and Data Science from the University of California, Santa Barbara, where she pursued an economics-focused course of study emphasizing statistical modeling, data analysis, and quantitative decision making. A Bay Area native, Laila was born and raised in Northern California before relocating to Southern California to begin her career with SteelPeak. She supports the firm's advisors in delivering a high-quality client experience through operational support, account administration, and analytical problem solving. Drawing on her strong quantitative background, she enjoys using data to improve processes, identify solutions, and contribute to thoughtful, client-focused financial planning.

Prior to joining SteelPeak, Laila gained experience in IT operations, service management, and analytics, where she developed a strong attention to detail and a passion for using data to drive informed decision making. She is committed to continuous learning and looks forward to expanding her knowledge of financial planning, investments, and wealth management as she grows with the firm.

Laila was drawn to wealth management because it combines analytical thinking with meaningful relationships. She values being part of a team that helps clients navigate important financial decisions with confidence and is passionate about contributing to each client's long-term success.

Outside of work, Laila enjoys traveling, dancing, exploring new matcha cafes, and spending time with friends, family, and her two dogs.

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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
Laila
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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