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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Reza Zamani
Founding Partner and CEO at SteelPeak Wealth
Speaker

Profile

Reza Zamani is a Founding Partner and CEO of SteelPeak Wealth. Reza has specialized in investment advisory and financial planning to meet the specific needs of ultra-high net worth clients, with over 20 years of industry experience. SteelPeak Wealth represents the culmination of an approach combining responsible fiduciary services, excellent client service and innovative thinking.

Reza received his bachelor’s degree in Business Economics with a minor in Sports Management from the University of California at Santa Barbara, where he played NCAA Division I soccer. He believes his history as a high-level athlete prepared him well for the process of building a team that is enthusiastic, passionate and hard-working. He also graduated from UCLA’s Management Development Program at the Anderson School of Management. Reza is an Accredited Investment Fiduciary and holds the Certified Portfolio Manager, CPM®, designation from Columbia University and the Academy of Certified Portfolio Managers. In addition, he is accredited as a Certified Fund Specialist, CFS®, and Certified Annuity Specialist, CAS®.

Reza spent the first 13 years of his career at two major Wall Street firms. He served as a Senior Vice President at UBS and Senior Portfolio Director at Morgan Stanley before forming SteelPeak Wealth in 2012. During his early years with major Wall Street firms, he always envisioned an independent advisory firm dedicated to providing a higher level of value and exceptional service to clients. Today, Reza’s vision of a talented team of advisors and management providing distinguished fiduciary services to clients has come to fruition in SteelPeak Wealth. SteelPeak Wealth represents Reza’s ideals of innovation, tenacity and client empathy.

Reza believes that giving back to the community is vital. He has served as a board member for non-profit organizations such as Providence Saint Joseph Medical Center and The Wellness Community of Los Angeles. He is currently involved with the Boys & Girls Club of Malibu. He is a frequent wealth management expert and contributor to many media outlets such as Fox Business News, Barron’s and The Wall Street Journal. His passions include spending time with his two children, and focusing on daily fitness to enrich his physical and mental health.

Agenda Sessions

  • It Doesn’t Have to be a Secret, But it’s Confidential

    5:00pm

At this event