Reza Zamani

Chief Executive Officer at

SteelPeak Wealth LLC

Finance

Consumer Services

Profile

Mr. Reza Zamani is a Founding Partner & Chief Executive Officer at SteelPeak Wealth LLC.
He has over 25 years of industry experience.
Mr. Zamani 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.
He received his Bachelor’s degree in Business Economics with a minor in Sports Management from the University of California at Santa Barbara.
He also graduated from UCLA’s Management Development Program at the Anderson School of Management.

Reza Zamani active positions

Companies	Position	Start
SteelPeak Wealth LLC SteelPeak Wealth LLC Investment ManagersFinance SteelPeak Wealth uses their broad range of targeted investment strategies to tailor portfolios to clients’ unique objectives, time horizon and comfort level with risk. The firm customizes portfolios with an open universe of investments including individual stocks, bonds, exchange-traded funds, options and alternative investments. Their portfolio construction process consists of active rebalancing combined with tactical positioning that shifts as market conditions change.	Chief Executive Officer	2012-09-30

All active positions of Reza Zamani

Former positions of Reza Zamani

Companies	Position	End
MORGAN STANLEY	Corporate Officer/Principal	2012-09-30
UBS AG (New York) UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance.	Corporate Officer/Principal	2012-09-30
Signator Financial Network Signator Financial Network Signator Financial Network is a company based in Morristown, NJ.	Corporate Officer/Principal	2000-05-31

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Linked companies

Private companies	5
Morgan Stanley Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services	Finance
UBS AG (New York) UBS AG (New York) Investment ManagersFinance UBS Private Banking employs asset allocation methods to manage separate portfolios based on each client's investment objectives and risk tolerance.	Finance
University of California, Santa Barbara University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Signator Financial Network Signator Financial Network Signator Financial Network is a company based in Morristown, NJ.
SteelPeak Wealth LLC SteelPeak Wealth LLC Investment ManagersFinance SteelPeak Wealth uses their broad range of targeted investment strategies to tailor portfolios to clients’ unique objectives, time horizon and comfort level with risk. The firm customizes portfolios with an open universe of investments including individual stocks, bonds, exchange-traded funds, options and alternative investments. Their portfolio construction process consists of active rebalancing combined with tactical positioning that shifts as market conditions change.	Finance