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Omeri Davidi

Operations Associate
Education and Credentials
Book a Complimentary Consultation

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Career Highlights
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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?
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Schedule a Meeting with
Omeri
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

Nicolo Gori
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Leonard Green
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Chris Shelburne
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Robert Venezia
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John Perry, CPFA, CDS
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Victoria Harding
Corporate Development Analyst
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Brendan Finnerman
Senior Portfolio Manager
Tony Walsh
Chief Operating Officer
Michael Rashtian
Vice President, Wealth Advisor
Eric Chamberlain
Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
James Cotton
Operations Associate
Billy Yeh
Director of Insurance Solutions
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Rich Winer
Vice President, Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Daisy Stinson
Client Service Associate
Joseph Brandolino
Client Service Associate
Kim Zajic
Chief Administration Officer
Lexi Shaheri
Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Rina Pineda, CPA, MST
Director of Tax Consulting
Brian Matthews, CFP®
Vice President, Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Amalia Uribe
Human Resources Manager
Cecilia Escobar
Senior Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Lisa Tashtchian
Business Development Coordinator
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Justin Iskander, CPA
Investment Analyst
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Alexis Prigo
Executive Assistant
Vladislav Donets
Senior Associate - Alternatives
James Cordle
Senior Trader
Mike Shotton
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Flavia Nunes
Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Matthew Keller
Vice President, Wealth Advisor
Spencer Mittin
Client Service Associate
Sam Sosa
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Nick Sailer
Investment Analyst
Wayne T. Slappy
Wealth Advisor
Tyler Resh
Chief Growth Officer
Colin Kapp
Director of Marketing
Bardia Maghami
Fund Operations Associate
Steven Dymant
Director of Alternative Solutions
Lioness Ebbay, Esq.
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Roger Lopez
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
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Mark Koellner, CFP®, CRPC®
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Stephanie Valderrama
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