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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.

Other Team Members

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