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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

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