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

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