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

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