Buildings

Teddy Weber, CPA

Tax Associate
Education and Credentials
University of California, Santa Barbara
CPA

With three years of tax experience and two years in audit, Teddy Weber, CPA, offers a well-rounded perspective on financial compliance, tax strategy, and entity structuring. Teddy earned his degree from the University of California, Santa Barbara, and is an active community member, participating in the Santa Barbara Men’s Golf Club and maintaining a strong commitment to health and fitness.

Leveraging his experience in corporate, partnership, and trust taxation, Teddy specializes in solving complex accounting issues and ensuring tax efficiency for businesses across various industries, including real estate, professional services, and retail. His audit experience enhances his ability to identify financial discrepancies and improve compliance, providing clients with comprehensive tax planning and financial reporting services.

Beyond entity taxation, Teddy builds long-term client relationships and provides thoughtful, individualized guidance that reflects each client’s financial goals.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

Other Team Members

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