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

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