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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

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