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Profil
Mr. Maziar Esmailbeigi is a Founding Partner & Chief Investment Officer at SteelPeak Wealth LLC.
He has over 20 years of experience as a financial advisor.
Prior to SteelPeak Wealth, he was an Associated Vice President with UBS PaineWebber and a Vice President and Portfolio Management Director with Morgan Stanley.
Mr. Esmailbeigi holds a Bachelor’s degree in Biology from California State University at Northridge.
Postes actifs de Maz Esmailbeigi
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/10/2012 |
Anciens postes connus de Maz Esmailbeigi
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/10/2012 |
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 | 01/02/2008 |
Formation de Maz Esmailbeigi
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
4
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
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 |
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