Reza Zamani, CFS®, CAS®, CPM

Reza is a founding partner of Steel Peak with 13 years experience at major Wall Street firms. A Certified Portfolio Manager (CPM®), he oversees the decision making and rebalancing of the firm’s tactical models. He specializes in risk management, cash flow, estate planning solutions for wealth transfer and multigenerational planning, business planning for entrepreneurs, and retirement plan design and implementation for small-to-medium-sized businesses. Reza began his career at SEIA, a boutique Beverly Hills firm, and then joined PaineWebber, which merged with UBS in 2000. He was a President’s Council member with UBS and later with Smith Barney (which merged with Morgan Stanley), where he served as a senior vice president of investments and a senior portfolio management director. Always valuing the team concept, he began selecting a group of people from the beginning of his career to work together to help clients with a common cause. The result? Steel Peak. A graduate of UCLA Anderson School of Management, with an emphasis in entrepreneurship, he holds the prestigious Certified Portfolio Manager, CPM® designation from the Academy of Certified Portfolio Managers and Columbia University. He received his BA in business economics with a minor in management from the University of California at Santa Barbara, where he played Division I soccer. Reza serves on the board of trustees for the Academy of Certified Portfolio Managers and is a member of the Foundation Board of Governors for Providence Saint Joseph Medical Center. He is a frequent guest commentator for Fox Business News on the firm’s current tactical strategy and views on the economy.