Buildings

Robert Venezia

Sr. Vice President, Wealth Advisor
Education and Credentials

Robert Venezia embarked on his finance career in 1982, solidifying his reputation as a respected figure in the industry. With a proven track record of managing private accounts for high-net-worth individuals and serving as a sub-advisor for stockbroker clients, he remains committed to identifying market inefficiencies and shaping an investment strategy that fuses quantitative and fundamental analysis to uncover securities that outperform the broader market over the long term.

At SteelPeak Wealth, Robert assumes the role of Wealth Advisor and leads our latest office in Las Vegas. His expertise plays a pivotal role in expanding our reach and enhancing services for clients in the region. With a deep industry understanding and an unwavering commitment to exceptional results, Robert’s presence further solidifies our position as a trusted wealth management firm.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Robert
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Stacy Borek, CFP®
Senior Tax Associate
Lexi Shaheri
Client Service Associate
Teddy Weber, CPA
Tax Associate
Roger Lopez
Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Sam Sosa, J.D.
Senior Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Lucas McDonnell
Client Service Associate
Lisa Tashtchian
Senior Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Samantha Orellana
Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Joe Mezzetta, CPA
Senior Tax Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Annie Heller
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Shelby Brennan, CPA, CFP®
Senior Tax Consultant & Family Office Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Michelle Nanoff
Senior Client Service Associate
Steven Dymant
Director of Alternative Solutions
Flavia Nunes
Wealth Advisor
Alejandra Guzman
Paralegal – Compliance Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Pete Alliegro, CFA
Director of Business Development
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Alexandra Miller
Full Charge Bookkeeper
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Steve Racius
Associate Wealth Advisor
Raesa Martin
Client Service Associate
Nicolo Gori
Client Service Associate
JP Tran
Client Service Associate
Jennifer Prendergast
Tax Operations Lead
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Wyatt Gibson
Junior Tax Associate
Luke Everhart
Business Development Associate
Leonard Green
Compliance Manager
Peter Amling, CFP®
Wealth Advisor
Kingsley Choi
Wealth Advisor
Benjamin Kanter
Client Service Associate
Drew Clanton
Operations Associate
Justin Iskander, CPA
Wealth Advisor
Tony Walsh
Chief Operating Officer
Jordan Thatcher
Senior Tax Consultant
Mike Shotton
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Derek Ruan
Associate Wealth Advisor
Richard Stucki
Senior Tax Reviewer
Maddie Zakarian
Administrative Specialist
Ryan Santiago
Operations Manager
Josh Lev
Alternative Investment Associate
Michael Nader, EA
Tax Associate
Joseph Brandolino
Associate Wealth Advisor
Andy Rosas
Operations Manager
Brandon McAuslen
Portfolio Manager
Joshua Fein
Controller
Katherine Neto, AWMA®
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Aimie Lalas
Tax Administrator
Michael Rashtian
Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Wayne T. Slappy
Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Joe Fusaro
Director of Operations
James Cordle
Senior Trader
Anthony Kim
Portfolio Manager
Airene Williamson
Chief Legal Officer
Rachel Otto
Staff Accountant
Tyler Resh
Chief Growth Officer
Nina Weiss
Client Service Associate
Kim Zajic
Chief Administration Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor