Buildings

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

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Maz Esmailbeigi AIF®, CFS®, CAS®
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Daniel Atchinson
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Justin Iskander, CFP®, CPA, MBA
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Katherine Neto, AWMA®
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Dalia Dardoon
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Junior Tax Associate
Harley Guzman
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Associate Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
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Operations Manager
Annie Heller
Associate Wealth Advisor & Investment Analyst
Ashley Payrits
Alternative Investments Analyst
Andrew H. Jacobson
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Michelle Nanoff
Sr. Client Service Associate
Derek Ruan
Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
JP Tran
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Lioness Ebbay, Esq.
Director of Estate Consulting
Stephen Fringer
Systems & Reporting Manager
Jordan Peterson, CPFA®
Wealth Advisor
Cecilia Umbel
Client Service Manager
Rachel Otto
Staff Accountant
Flavia Nunes
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Samantha Orellana
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Brandon McAuslen
Portfolio Manager
Anthony Kim
Portfolio Manager
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Adam Greenwald
Sr. Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Airene Williamson
Chief Legal & Compliance Officer
Lesny Espinoza, EA
Tax Associate
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Rina Pineda, CPA, MST
Director of Tax Consulting
Roger Lopez
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
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Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Kiras Persky
Deputy General Counsel
Natalie Arias
Office Manager & Administrative Assistant
Patrick Oliver, MST, EA
Senior Tax Consultant
Charlotte Perkinson
HR & Talent Manager
Andrea Chandos
Sr. Tax Administrator
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Dylan Drake
Marketing Associate
Enrique Vargas
Business Development
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
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Mary Berg, CPA/PFS
Technical Reviewer
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Administrative Assistant
Noah Barrionuevo
Associate
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Associate Wealth Advisor
Leonard Green
Compliance Manager
Lucas McDonnell
Client Service Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
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Jason Hart
Director of Operations
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Associate Wealth Advisor
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Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Ryan Saidi, AIF®
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Jackie Stafford
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Tony Walsh
Chief Operating Officer
Joshua Fein
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Laila Bahman
Associate
Joe Fusaro
Director of Operations
Andrew Moss
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Sam Sosa, J.D.
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Joe Mezzetta, CPA
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Jonathan Sheen
Junior Portfolio Manager
Aimie Lalas
Tax Administrator
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Kim Zajic
Chief Administrative Officer
Mike Shotton
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AI Strategy & Operations Manager
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Tax Consultant
Teddy Weber, CPA
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Business Development Manager
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Tax Operations Lead
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Associate
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Founding Partner, CEO
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Senior Trader
Rich Winer
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Alexandra Miller
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