Buildings

Nicolo Gori

Client Service Associate
Education and Credentials

Nicolo grew up in the California Bay Area before attending the University of Oregon, where he earned his B.S. in Finance.

After graduating, Nicolo began his professional career as a Client Services Associate at an insurance brokerage, gaining experience in client relations and financial services. He later transitioned to SteelPeak Wealth.

Outside of work, Nicolo enjoys running, traveling, and spending time in nature.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

Other Team Members

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