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Roxana Maddahi joins Steel Peak Wealth Management

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Steel Peak Wealth Management has added Wealth Advisor, Roxana Maddahi to the firm’s team.

Maddahi works with her clients to create comprehensive wealth plans in order to preserve and grow their financial future. She has been working in the wealth management industry for eight years, and previously worked at Morgan Stanley & JP Morgan Securities. She graduated from The George Washington University with a bachelor degree in Business Administration, and a double concentration in Business Economics and International Business.
 
Maddahi focuses on working with young families and Millennials that are in the development and accumulation phase of their lives. She loves growing with clients over time, and helping them to achieve success. She believes Millennials are under serviced, and need just as much attention as the older, more established generations that wealth management firms tend to target. She sees Millennials as an incredibly successful, capable generation that she relates to.
 
Maddahi’s passion is to teach her clients how to understand their money, make short and long term financial plans, and to grow their money. She loves to learn about the various businesses her clients are involved with, and is inspired by their creativity and expertise. She believes that hard working millennials should hire experts to handle their money, so that they can focus on their own goals.
 
Maddahi is a founding member of Looking Beyond Next Generation, an organisation that benefits children with disabilities. She is also actively involved with the American Israel Public Affairs Committee (AIPAC) and the Iranian American Jewish Federation within the Young Leadership Division (IAJF). She is a contributing writer in the money section of Elite Daily, LA Mom Magazine, and Kids in the House.
ith our clients, and looking across the industry as a whole, we have a deep understanding of the challenges that wealth managers are facing in order to succeed in a highly competitive and evolving market,” says John Blackman (pictured), Chief Executive Officer of JHC. “NEON addresses these challenges and supports new opportunities, giving investment firms the ability to grow their business whilst meeting the needs of an increasingly demanding customer base, and all within a fully compliant framework. We are extremely excited about the value NEON will bring to our customers.”

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