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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

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