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Stephanie Valderrama

Administrative Assistant
Education and Credentials

In her position as Administrative Assistant Stephanie ensures the continuous flow of information within the office and supports the team with an extensive array of administrative tasks. Stephanie has been working in customer service for over eight years. She has been part of Options for Youth, an independent study program that allows her to discover her passion for writing. Stephanie welcomes new challenges as opportunities to learn and grow as a person. She believes that a strong support system is a vital part of success – that’s why she is driven to give back and support those around her.

Stephanie enjoys reading and hopes to write a book someday. She is also a fan of kickboxing and boxing.

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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
Stephanie
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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Robert Venezia
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Summer Larzelere
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Morten Roness, MBA
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Tyler Resh
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Chris Shelburne
Director of Corporate Development
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Lexi Shaheri
Client Service Associate
Cecilia Escobar
Senior Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Brian Matthews, CFP®
Vice President, Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Steven Dymant
Director of Alternative Solutions
Colin Kapp
Director of Marketing
Lisa Tashtchian
Business Development Coordinator
Michelle Nanoff
Senior Client Service Associate
Sam Sosa
Wealth Advisor
Matthew Keller
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Brendan Finnerman
Senior Portfolio Manager
Katherine Neto, AWMA®
Client Service Associate
Kim Zajic
Chief Administration Officer
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Daisy Stinson
Client Service Associate
Alexis Prigo
Executive Assistant
Victoria Harding
Corporate Development Analyst
Vladislav Donets
Senior Associate - Alternatives
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Leonard Green
Compliance Manager
Airene Williamson
Chief Legal Officer
James Cordle
Senior Trader
Wayne T. Slappy
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Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Billy Yeh
Director of Insurance Solutions
Justin Iskander, CPA
Investment Analyst
Amalia Uribe
Human Resources Manager
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Spencer Mittin
Client Service Associate
Bardia Maghami
Fund Operations Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
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Tony Walsh
Chief Operating Officer
Roger Lopez
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Eric Chamberlain
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Joshua Fein
Controller
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