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

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