Buildings

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

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