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

John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Nick Sailer
Investment Analyst
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
James Cotton
Operations Associate
Nina Weiss
Client Service Associate
Matthew Keller
Vice President, Wealth Advisor
Victoria Harding
Corporate Development Analyst
Rich Winer
Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Bardia Maghami
Fund Operations Associate
Alexis Prigo
Executive Assistant
Colin Kapp
Director of Marketing
Omeri Davidi
Operations Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Mike Shotton
Sr. Vice President, Wealth Advisor
Amalia Uribe
Human Resources Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
James Cordle
Senior Trader
Leonard Green
Compliance Manager
Kim Zajic
Chief Administration Officer
Michael Rashtian
Vice President, Wealth Advisor
Eric Chamberlain
Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Tyler Resh
Chief Growth Officer
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
Summer Larzelere
Senior Tax Consultant
Jordan Thatcher
Senior Tax Consultant
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Sam Sosa
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Airene Williamson
Chief Legal Officer
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Tony Walsh
Chief Operating Officer
Michelle Nanoff
Senior Client Service Associate
Justin Iskander, CPA
Investment Analyst
Cole Murphy
Business Development Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Flavia Nunes
Wealth Advisor
Chris Shelburne
Director of Corporate Development
Lioness Ebbay, Esq.
Director of Estate Consulting
Spencer Mittin
Client Service Associate
Lisa Tashtchian
Business Development Coordinator
Brendan Finneran
Senior Portfolio Manager
Teddy Weber, CPA
Tax Associate
Lexi Shaheri
Client Service Associate
Joshua Fein
Controller
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Joseph Brandolino
Client Service Associate
Roger Lopez
Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Billy Yeh
Director of Insurance Solutions