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

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