Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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.

Other Team Members

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