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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

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