Buildings

Lisa Tashtchian

Senior 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

Joseph Brandolino
Associate Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Lucas McDonnell
Client Service Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Joe Fusaro
Director of Operations
Teddy Weber, CPA
Tax Associate
Peter Amling, CFP®
Wealth Advisor
Lexi Shaheri
Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
JP Tran
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Bardia Maghami
Fund Operations Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Ryan Santiago
Operations Manager
Tony Walsh
Chief Operating Officer
Pete Alliegro, CFA
Director of Business Development
Justin Iskander, CPA
Wealth Advisor
Samantha Orellana
Client Service Associate
Luke Everhart
Business Development Associate
Brendan Finneran
Senior Portfolio Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Josh Lev
Alternative Investment Associate
Joshua Fein
Controller
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Alexandra Miller
Full Charge Bookkeeper
Andrea Chandos
Senior Tax Administrator
Rich Winer
Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Wyatt Gibson
Junior Tax Associate
James Cordle
Senior Trader
Kim Zajic
Chief Administration Officer
Derek Ruan
Associate Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Michael Rashtian
Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Andy Rosas
Operations Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Aimie Lalas
Tax Administrator
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Stacy Borek, CFP®
Senior Tax Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Alejandra Guzman
Paralegal
Airene Williamson
Chief Legal Officer
Rachel Otto
Staff Accountant
Annie Heller
Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Brandon McAuslen
Portfolio Manager
Nina Weiss
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Shelby Brennan, CPA, CFP®
Senior Tax Consultant & Family Office Manager
Jennifer Prendergast
Tax Operations Lead
Drew Clanton
Operations Associate
Katherine Neto, AWMA®
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Steve Racius
Associate Wealth Advisor
Benjamin Kanter
Client Service Associate
Maddie Zakarian
Administrative Specialist
Richard Stucki
Senior Tax Reviewer
Raesa Martin
Client Service Associate
Joe Mezzetta, CPA
Senior Tax Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Tyler Resh
Chief Growth Officer
Dylan Drake
Marketing Associate
Cecilia Escobar
Senior Client Service Associate
Charlotte Perkinson
HR & Talent Manager
Nicolo Gori
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Michelle Nanoff
Senior Client Service Associate
Flavia Nunes
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Michael Nader, EA
Tax Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor