Buildings

Samantha Orellana

Client Service Associate
Education and Credentials
University of San Diego

Samantha, a Washington, D.C. native, is a finance professional with five years of experience in the financial services industry, specializing in banking and investor relations. She graduated in 2021 from the University of San Diego with a B.S. in Finance. She is passionate about helping businesses navigate the complexities of finance, focusing on strategic growth and investment opportunities.

Known for her ability to embrace challenges and perform under pressure, Samantha thrives in fast-paced environments and enjoys tackling complex problems. Outside of her professional life, she’s an avid cook and passionate traveler.

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

Other Team Members

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