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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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Luke Everhart
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Harley Guzman
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Patrick Oliver, MST, EA
Senior Tax Consultant
Leonard Green
Compliance Manager
Andrea Chandos
Sr. Tax Administrator
Wyatt Gibson
Junior Tax Associate
JP Tran
Client Service Associate
Michael Nader, EA
Tax Associate
Jason Hart
Director of Operations
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Anthony Kim
Portfolio Manager
Alexandra Miller
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Michael Gansfuss
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Jack Martin
Associate Wealth Advisor
Teddy Weber, CPA
Tax Associate
Joe Fusaro
Director of Operations
Michael Rashtian
Vice President, Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Bardia Maghami
Vice President, Fund Operations
Dylan Drake
Marketing Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Tyler Resh
Chief Growth Officer
Robert Venezia
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Lesny Espinoza, EA
Tax Associate
Noah Barrionuevo
Associate
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Andy Rosas
AI Strategy & Operations Manager
Kim Zajic
Chief Administrative Officer
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Annie Heller
Associate Wealth Advisor
Kiras Persky
Deputy General Counsel
Joshua Fein
Controller
Tony Walsh
Chief Operating Officer
Rachel Otto
Staff Accountant
Wayne T. Slappy
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Jackie Stafford
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Peter Amling, CFP®
Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Roger Lopez
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Michelle Nanoff
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Laila Bahman
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James Cordle
Senior Trader
Jordan Peterson, CPFA®
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Flavia Nunes
Sr. Vice President, Wealth Advisor
Ethan Ashbrook, CFP®
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Airene Williamson
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Brandon McAuslen
Portfolio Manager
Curtis Cooper
Associate Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
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Morten Roness, MBA
Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Shelby Brennan, CPA, CFP®
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Bradley Triana
Tax Consultant
Rich Winer
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Kingsley Choi
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
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Derek Ruan
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Charlotte Perkinson
HR & Talent Manager
Stacy Borek, CFP®
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Rina Pineda, CPA, MST
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Aimie Lalas
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