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

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