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

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