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

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