Buildings

Victoria Harding

Corporate Development Analyst
Education and Credentials

Victoria is a dedicated Corporate Development Analyst committed to helping SteelPeak Wealth serve their clients and Advisors. With a seamless transition from a Wealth Advisor role, she brings a wealth of knowledge and expertise to her position. She plays a critical role in the training and day-to-day operations of our Corporate Development team and our Advisors.

Graduating Summa Cum Laude from Syracuse University in 2016 and holding a Series 65 license, Victoria combines her academic achievements with her professional acumen.

In addition to her professional endeavors, Victoria actively supports causes related to animal welfare, reflecting her deep commitment to making a positive impact beyond the world of finance. During her leisure time, she immerses herself in various design projects, channeling her creativity and expressing her passion for artistic pursuits.

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

Other Team Members

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