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Noah Barrionuevo

Associate
Education and Credentials
University of Colorado Boulder
B.S. in Finance

Originally from Boulder, Colorado, Noah is an Associate at SteelPeak, based out of the Woodland Hills office. He earned his B.S. in Finance from the University of Colorado Boulder, graduating in May 2026.

Before joining SteelPeak, Noah gained professional experience in both IT and sales, developing strong problem-solving, communication, and client service skills. He is committed to producing clear, comprehensive, and detail-oriented work, taking pride in working through complex challenges to deliver accurate, thoughtful solutions. Dedicated to providing exceptional support, he strives to ensure clients receive precise, reliable service while continuing to grow his knowledge of the wealth management industry.

Outside of work, Noah enjoys hiking, running, travelling, reading, watching the Denver Broncos, and spending time outdoors near a body of water.

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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
Noah
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Curtis Cooper
Associate Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Brandon McAuslen
Portfolio Manager
Katherine Neto, AWMA®
Client Service Associate
Kiras Persky
Deputy General Counsel
Jennifer Prendergast
Tax Operations Lead
Stephen Fringer
Systems & Reporting Manager
Josh Lev
Vice President, Investment Research
Bradley Triana
Tax Consultant
Michael Rashtian
Vice President, Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Michael Nader, EA
Tax Associate
Andrea Chandos
Sr. Tax Administrator
Joe Fusaro
Director of Operations
Jonathan Sheen
Junior Portfolio Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Andrew Moss
Wealth Advisor
Wayne T. Slappy
Wealth Advisor
James Cordle
Senior Trader
Charlotte Perkinson
HR & Talent Manager
Michael Gansfuss
Business Development Manager, Alpha Summit
Jess Boone
Director of Client Development, SteelPeak Sports
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Luke Everhart
Business Development Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Teddy Weber, CPA
Tax Associate
Wyatt Gibson
Junior Tax Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Jack Martin
Associate Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Brendan Finneran
Senior Portfolio Manager
Ashley Payrits
Alternative Investments Analyst
Roger Lopez
Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Lesny Espinoza, EA
Tax Associate
Joshua Fein
Controller
Ryan Santiago
Operations Manager
Harley Guzman
Office Manager & Junior Paralegal
Cecilia Umbel
Client Service Manager
Joe Mezzetta, CPA
Tax Preparation Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Jordan Peterson, CPFA®
Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Patrick Oliver, MST, EA
Senior Tax Consultant
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Jason Hart
Director of Operations
Mike Janis
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Rachel Otto
Staff Accountant
Myles Bozinovski
Business Development Manager
Airene Williamson
Chief Legal & Compliance Officer
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Andy Rosas
AI Strategy & Operations Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Natalie Arias
Office Manager & Administrative Assistant
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Mary Berg, CPA/PFS
Technical Reviewer
Tyler Resh
Chief Growth Officer
Annie Heller
Associate Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Anthony Kim
Portfolio Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Derek Ruan
Wealth Advisor
JP Tran
Client Service Associate
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Leonard Green
Compliance Manager
Michelle Nanoff
Sr. Client Service Associate
Daniel Atchinson
Junior Tax Associate
Enrique Vargas
Business Development
Tony Walsh
Chief Operating Officer
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Laila Bahman
Associate