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Lisa Tashtchian

Business Development Coordinator
Education and Credentials

Lisa grew up in Los Angeles, CA and graduated with a Bachelor’s Degree in Business Administration from the Cal State University, Northridge. Prior to SteelPeak, Lisa was a branch manager for Chase Bank, and has been in the financial industry for over 23 years. Throughout her career she has had the innate ability to assess clients needs and build long lasting relationships.

In her spare time, Lisa loves to travel and learn about different cultures. She enjoys spending quality time with her friends and family, attend art exhibits, live concerts and hockey games.

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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
Lisa
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Omeri Davidi
Operations Associate
Teddy Weber, CPA
Tax Associate
Cole Murphy
Business Development Associate
Steven Dymant
Director of Alternative Solutions
Justin Iskander, CPA
Investment Analyst
Lexi Shaheri
Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Brendan Finneran
Senior Portfolio Manager
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Victoria Harding
Corporate Development Analyst
Joseph Brandolino
Client Service Associate
Nick Sailer
Investment Analyst
Tyler Resh
Chief Growth Officer
Airene Williamson
Chief Legal Officer
Alexis Prigo
Executive Assistant
Leonard Green
Compliance Manager
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Colin Kapp
Director of Marketing
Mike Shotton
Sr. Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Matthew Keller
Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
James Cotton
Operations Associate
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Sam Sosa
Wealth Advisor
Eric Chamberlain
Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Flavia Nunes
Wealth Advisor
Billy Yeh
Director of Insurance Solutions
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Stephanie Valderrama
Administrative Assistant
Robert Venezia
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Roger Lopez
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Rich Winer
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Bardia Maghami
Fund Operations Associate
Amalia Uribe
Human Resources Manager
Jordan Thatcher
Senior Tax Consultant
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Kim Zajic
Chief Administration Officer
Cecilia Escobar
Senior Client Service Associate
Spencer Mittin
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Joshua Fein
Controller
Nina Weiss
Client Service Associate
Chris Shelburne
Director of Corporate Development
Summer Larzelere
Senior Tax Consultant
Wayne T. Slappy
Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Maddie Zakarian
Administrative Specialist