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.

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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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Dalia Dardoon
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JP Tran
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Steven K. Ridgeway, CPA
Tax Services Lead
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Operations Manager
Airene Williamson
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Andrew Moss
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Jennifer Prendergast
Tax Operations Lead
Andy Rosas
AI Strategy & Operations Manager
Cecilia Umbel
Client Service Manager
Brendan Finneran
Senior Portfolio Manager
Andrea Chandos
Sr. Tax Administrator
Tyler Resh
Chief Growth Officer
Joe Mezzetta, CPA
Tax Preparation Manager
Kingsley Choi
Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
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Associate Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
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Senior Trader
Lucas McDonnell
Client Service Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Allison Garcia
Tax Administrator
Robert Venezia
Sr. Vice President, Wealth Advisor
Enrique Vargas
Business Development
Mike Shotton
Sr. Vice President, Wealth Advisor
Annie Heller
Associate Wealth Advisor & Investment Analyst
Alexandra Miller
Full Charge Bookkeeper
Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Director of Estate Consulting
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Wyatt Gibson
Junior Tax Associate
Harley Guzman
Office Manager & Junior Paralegal
Jack Martin
Associate
Mark Koellner, CFP®, CRPC®
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Ryan Saidi, AIF®
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Morten Roness, MBA
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Bardia Maghami
Vice President, Fund Operations
Stacy Borek, CFP®
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Lisa Tashtchian
Sr. Client Service Associate
Dylan Drake
Marketing Associate
Tony Walsh
Chief Operating Officer
Bradley Triana
Tax Consultant
Rachel Otto
Staff Accountant
Ethan Ashbrook, CFP®
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Nina Weiss
Sr. Client Service Associate
Stephanie Valderrama
Administrative Assistant
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Rina Pineda, CPA, MST
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Shelby Brennan, CPA, CFP®
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Client Service Associate
Jordan Thatcher
Sr. Tax Consultant
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Michael Nader, EA
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Brandon McAuslen
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Laila Bahman
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Peter Amling, CFP®
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Camille Reyes
Associate
Charlotte Perkinson
HR & Talent Manager
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