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Nina Weiss

Client Service Associate
Education and Credentials
Book a Complimentary Consultation

Nina began her professional career in Human Resources, with a focus on Benefits and Retirement. She is excited to step into the Wealth Management space as a Customer Service Associate with SteelPeak. Nina is passionate about helping others through kindness, clear communication, and empathy.

Nina enjoys singing, songwriting, watching the Los Angeles Dodgers, and spending time with her husband and dog.

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Schedule a Meeting with
Nina
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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