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

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