Buildings

Maddie Zakarian

Administrative Specialist
Education and Credentials
University of California, Irvine

As an Administrative Specialist at SteelPeak Wealth, Maddie plays a key role in ensuring the seamless day-to-day operations of the office. With a focus on enhancing efficiency and maintaining a welcoming environment for clients and colleagues alike, she supports the team with a high level of professionalism and attention to detail. Prior to joining SteelPeak, Maddie had extensive experience in managing projects and programs in the educational environment, implementing systems that streamline medical offices, managing schedules, and coordinating meetings in the legal field.

Maddie earned her degree from the University of California, Irvine. During her time there, she balanced her academic studies with part-time work at a law firm, which gave her a strong foundation in office management and administrative functions. One of her key strengths is her collaborative spirit. She thrives in team settings and works closely with others to achieve common goals. Whether coordinating with colleagues on internal projects or providing support to senior leadership, Maddie is committed to contributing to a positive and productive work environment.

Outside of working, Maddie spends most of her free time cooking, hiking, socializing, and advocating for mental health. She occasionally rock climbs, plays word games, and explores new destinations.

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

Other Team Members

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