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Lisa Tashtchian

Sr. Client Service Associate
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

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