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Lucas McDonnell

Client Service Associate
Education and Credentials
Chapman University
B.S. in Business Administration, minor in Economics
SIE, Bloomberg Market Concepts

Lucas grew up in São Paulo, Brazil, and moved to the United States to pursue a college education. He graduated from Chapman University with a B.S. in Business Administration and a minor in Economics.

 Throughout his early professional career, Lucas has gained experience in a variety of roles, ranging from venture capital to AI startups. He now works as a Client Service Associate, where he is dedicated to providing clients with exceptional service.

 Outside of work, Lucas enjoys playing tennis, skiing, and rock climbing.

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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
Lucas
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Joseph Auday, CFP®, CRPC®
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Brandon McAuslen
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Morten Roness, MBA
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Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Wealth Advisor
Michelle Nanoff
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Brendan Finneran
Senior Portfolio Manager
Katherine Neto, AWMA®
Client Service Associate
Allison Garcia
Tax Administrator
Andrew Moss
Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
JP Tran
Client Service Associate
Nicolo Gori
Client Service Associate
Joshua Fein
Controller
Joe Fusaro
Director of Operations
Jordan Thatcher
Senior Tax Consultant
Steve Racius
Associate Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
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Tax Services Lead
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Associate Wealth Advisor
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Sr. Vice President, Wealth Advisor
Nina Weiss
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Operations Manager
Tony Walsh
Chief Operating Officer
Aimie Lalas
Tax Administrator
Lesny Espinoza, EA
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Tyler Resh
Chief Growth Officer
Michael Rashtian
Vice President, Wealth Advisor
Robert Venezia
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Kim Zajic
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