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Leonard Green

Compliance Manager
Education and Credentials

Leonard is the Compliance Manager at SteelPeak Wealth. Prior to SteelPeak, he was a Partner, Co-Portfolio Manager and Senior Trader at Kayne Anderson Capital Advisors, L.P. within the Marketable Securities Group. He was responsible for identifying investment and trading opportunities across a variety of alternative asset classes including Equity Derivatives, Credit, Convertibles and Risk Arbitrage. He has also held research, capital markets and trading positions at UBS and Morgan Stanley.

Leonard received an MBA from Harvard Business School and holds a B.A. in International Relations from the University of Southern California.

In his spare time, Leonard enjoys spending time with his family, exercising, grilling and mentoring youth interested in a career in investments.

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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
Leonard
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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Brendan Finneran
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Luke Everhart
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Mark Koellner, CFP®, CRPC®
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Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
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Peter Amling, CFP®
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Justin Iskander, CPA
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Staff Accountant
Joseph Auday, CFP®, CRPC®
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Shelby Brennan, CPA, CFP®
Senior Tax Consultant & Family Office Manager
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Cecilia Escobar
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Stephanie Valderrama
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Teddy Weber, CPA
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Richard Stucki
Senior Tax Reviewer
Wayne T. Slappy
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Rina Pineda, CPA, MST
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Nina Weiss
Client Service Associate
Kingsley Choi
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Flavia Nunes
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Tyler Resh
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Rich Winer
Vice President, Wealth Advisor
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Lisa Tashtchian
Senior Client Service Associate
Alejandra Guzman
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Andy Rosas
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Wyatt Gibson
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Ceasar Garvida, CFP®, CIMA®
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Maddie Zakarian
Administrative Specialist
Steven K. Ridgeway, CPA
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Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
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Airene Williamson
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Andrew H. Jacobson
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Michelle Nanoff
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Drew Clanton
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