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Spencer Mittin

Client Service Associate
Education and Credentials

Spencer was born and raised in Los Angeles, California, graduating from UCLA with a degree in Communication Studies. After college, Spencer spent three years working in sales with the Los Angeles Rams, where he developed a passion for building strong relationships with clients and understanding their needs. This experience set the foundation for his current role at SteelPeak Wealth, where Spencer is excited to contribute to the team’s success and growth.

In his spare time, Spencer enjoys spending time at the beach, playing basketball, and making lasting memories with friends and family. He is also deeply involved with the Juvenile Diabetes Research Foundation, dedicating time to supporting the cause and raising awareness.

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

Other Team Members

Lisa Tashtchian
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Justin Iskander, CPA
Investment Analyst
Morten Roness, MBA
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Alexis Prigo
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Nick Sailer
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Michelle Nanoff
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Rina Pineda, CPA, MST
Director of Tax Consulting
Jordan Thatcher
Senior Tax Consultant
Nicolo Gori
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Mark Koellner, CFP®, CRPC®
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Michael Rashtian
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Katherine Neto, AWMA®
Client Service Associate
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Stephanie Valderrama
Administrative Assistant
Daisy Stinson
Client Service Associate
Billy Yeh
Director of Insurance Solutions
Leonard Green
Compliance Manager
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Wayne T. Slappy
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Cole Murphy
Business Development Associate
Kim Zajic
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Pete Alliegro, CFA
Director of Business Development
Mike Janis
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Robert Venezia
Sr. Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Roger Lopez
Wealth Advisor
Tyler Resh
Chief Growth Officer
Lexi Shaheri
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James Cotton
Operations Associate
Christine Mueller Coley, CFP®, CDFA®
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Maddie Zakarian
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Sam Sosa
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Andrew H. Jacobson
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Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Joshua Fein
Controller
Steven Dymant
Director of Alternative Solutions
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Omeri Davidi
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Bardia Maghami
Fund Operations Associate
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Amalia Uribe
Human Resources Manager
Airene Williamson
Chief Legal Officer
Flavia Nunes
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Eric Chamberlain
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Colin Kapp
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Ali Zamani AIF®, CFS®, CAS®
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Victoria Harding
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James Cordle
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Summer Larzelere
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Chris Shelburne
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