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

Alejandra Guzman
Paralegal
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Andy Rosas
Operations Manager
Wyatt Gibson
Junior Tax Associate
Lisa Tashtchian
Senior Client Service Associate
Maddie Zakarian
Administrative Specialist
Justin Iskander, CPA
Wealth Advisor
Stacy Borek, CFP®
Senior Tax Associate
Joe Mezzetta, CPA
Senior Tax Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Roger Lopez
Wealth Advisor
Flavia Nunes
Wealth Advisor
Ryan Santiago
Operations Manager
Pete Alliegro, CFA
Director of Business Development
Lexi Shaheri
Client Service Associate
James Cordle
Senior Trader
Joe Fusaro
Director of Operations
Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Benjamin Kanter
Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Alexandra Miller
Full Charge Bookkeeper
Michael Rashtian
Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Stephanie Valderrama
Administrative Assistant
Brandon McAuslen
Portfolio Manager
Leonard Green
Compliance Manager
Richard Stucki
Senior Tax Reviewer
Joseph Brandolino
Associate Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Josh Lev
Alternative Investment Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Derek Ruan
Associate Wealth Advisor
Samantha Orellana
Client Service Associate
Raesa Martin
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Aimie Lalas
Tax Administrator
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Annie Heller
Client Service Associate
Cecilia Escobar
Senior Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Steven Dymant
Director of Alternative Solutions
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Jordan Thatcher
Senior Tax Consultant
Shelby Brennan, CPA, CFP®
Senior Tax Consultant & Family Office Manager
Michael Nader, EA
Tax Associate
Joshua Fein
Controller
Teddy Weber, CPA
Tax Associate
Anthony Kim
Portfolio Manager
Tony Walsh
Chief Operating Officer
Katherine Neto, AWMA®
Client Service Associate
Nina Weiss
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Drew Clanton
Operations Associate
Charlotte Perkinson
HR & Talent Manager
Michelle Nanoff
Senior Client Service Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Bardia Maghami
Fund Operations Associate
Kim Zajic
Chief Administration Officer
Tyler Resh
Chief Growth Officer
Peter Amling, CFP®
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Lucas McDonnell
Client Service Associate
Steve Racius
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Dylan Drake
Marketing Associate
Airene Williamson
Chief Legal Officer
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
JP Tran
Client Service Associate