Buildings

Pete Alliegro, CFA

Director of Business Development
Education and Credentials

Pete has over 30 years of investment and wealth management experience. Prior to joining SteelPeak Wealth, he was a Portfolio Manager at Morgan Stanley and U.S. Trust. In addition, Pete worked as a Fixed Income Product Specialist at Nuveen Asset Management, and as an Institutional Consultant at Wilshire Associates. He also has experience in real estate (multi-family and student housing) and is a member of CalALTS.

Pete earned an Economics degree from the University of Delaware and an MBA from the Lubin School of Business at Pace University. He also holds the designation of Chartered Financial Analyst (CFA®) from The CFA Institute and is a member of the CFA Society of Los Angeles (CFALA).

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

Other Team Members

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