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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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