Buildings

Nina Weiss

Client Service Associate
Education and Credentials

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

Other Team Members

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