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Nicole Bezerra

HR Associate
Education and Credentials
California State University, Northridge Bellevue University
B.A. in Psychology, M.S. in Industrial and Organizational Psychology
Associate Professional in Human Resources (aPHR)

Nicole serves as the HR Associate at SteelPeak Wealth, where she supports a variety of Human Resources initiatives and functions. She holds a bachelor’s degree in Psychology, a master’s degree in Industrial and Organizational Psychology, and is certified as an Associate Professional in Human Resources. With several years of experience in banking at JPMorgan Chase, Nicole is especially excited to be in a role that brings together her passion for Human Resources with her interest in supporting the financial health and well-being of her community.

Nicole enjoys building meaningful relationships, learning new things, and finding thoughtful ways to improve processes and create positive experiences for employees. She is passionate about fostering workplaces where people feel supported, valued, and empowered to grow throughout their careers. She looks forward to continuing to learn and contribute while helping both employees and the organization thrive.

Outside of work, Nicole enjoys spending time with her family, friends, partner, and dog. She loves traveling, attending live music events, visiting art museums, participating in arts and crafts, and reading with her book club.

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

Other Team Members

Enrique Vargas
Market Director
Harley Guzman
Office Manager & Junior Paralegal
Alexandra Miller
Full Charge Bookkeeper
Curtis Cooper
Associate Wealth Advisor
Jason Hart
Director of Operations
Patrick Oliver, MST, EA
Senior Tax Consultant
Katherine Neto, AWMA®
Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Joe Mezzetta, CPA
Tax Preparation Manager
Anthony Kim
Portfolio Manager
Jess Boone
Director of Client Development, SteelPeak Sports
Heather Hinrichs
Wealth Advisor
Kim Zajic
Chief Administrative Officer
Bardia Maghami
Vice President, Fund Operations
Lioness Ebbay, Esq.
Director of Estate Consulting
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Luke Everhart
Business Development Associate
Michael Rashtian
Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Andrea Chandos
Sr. Tax Administrator
Natalie Arias
Office Manager & Administrative Assistant
Flavia Nunes
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Myles Bozinovski
Sr. Market Director
Wyatt Gibson
Junior Tax Associate
Brandon McAuslen
Portfolio Manager
Morten Roness, MBA
Vice President, Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Joshua Fein
Controller
Annie Heller
Associate Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Derek Ruan
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Airene Williamson
Chief Legal & Compliance Officer
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Ashley Payrits
Alternative Investments Analyst
Michael Nader, EA
Tax Associate
Dylan Drake
Marketing Associate
Rich Winer
Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Kiras Persky
Deputy General Counsel
Michael Gansfuss
Market Director, Alpha Summit
Brendan Finneran
Senior Portfolio Manager
Noah Barrionuevo
Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Stephen Fringer
Systems & Reporting Manager
Laila Bahman
Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Roger Lopez
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Daniel Atchinson
Junior Tax Associate
Jordan Peterson, CPFA®
Wealth Advisor
Cecilia Umbel
Client Service Manager
Tai Habib
Senior Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Bradley Triana
Tax Consultant
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Joe Fusaro
Director of Operations
Jackie Stafford
Sr. Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Mary Berg, CPA/PFS
Technical Reviewer
Wayne T. Slappy
Wealth Advisor
Aimie Lalas
Tax Administrator
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Andrew Moss
Wealth Advisor
Jack Martin
Associate Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Jennifer Prendergast
Director of Tax Operations
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Leonard Green
Compliance Manager
Dalia Dardoon
Associate Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Joseph Brandolino
Associate Wealth Advisor
Teddy Weber, CPA
Tax Associate
Emelyne Ham
Sr. Client Service Associate
Adriana Carrillo
Accounting & Administrative Associate
James Cordle
Senior Trader
Lisa Tashtchian
Sr. Client Service Associate