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

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