Buildings

Lioness Ebbay, Esq.

Director of Estate Consulting
Education and Credentials

Lioness Ebbay is an Estate Planning Attorney whose specialty includes protecting families from Conservatorship and Probate Court, and assisting entrepreneurs with Business Formations and Asset Protection.

She loves taking every opportunity, be it live or virtual, to educate the community about the importance of Living Trusts, Power of Attorneys, and preserving your family’s legacy. Lioness is passionate about creating personally tailored Estate Plans for her clients who believe that inheritances can pave the way for generational wealth. She has helped hundreds of families set up Living Trusts to preserve their family wealth.

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

Other Team Members

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