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

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