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

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