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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.

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Aimie Lalas
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Portfolio Manager
Jordan Thatcher
Senior Tax Consultant
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Founding Partner, CEO
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Marketing Associate
Joe Fusaro
Director of Operations
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Junior Tax Associate
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Alexandra Miller
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Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
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Nina Weiss
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Flavia Nunes
Sr. Vice President, Wealth Advisor
Andrea Chandos
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Joseph Brandolino
Associate Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Kingsley Choi
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Airene Williamson
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Peter Amling, CFP®
Vice President, Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Joe Mezzetta, CPA
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Bardia Maghami
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Jackie Stafford
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Operations Associate
Teddy Weber, CPA
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Lioness Ebbay, Esq.
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Stacy Borek, CFP®
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