Institute of Portfolio Management

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Steven Schneider, Esq.

General Counsel, Chief Compliance Officer

Steven serves as the General Counsel and Chief Compliance Officer for SteelPeak Wealth. He is responsible for all aspects of the firm’s regulatory compliance program and corporate legal operations. He is results-oriented, and seeks to collaboratively and constructively drive new ideas and initiatives.

Steven holds a Bachelor’s Degree in Business Economics from the University of Florida and a Juris Doctorate from the New York Law School. He is licensed to practice law in the State of New York and is registered as In-House Counsel in the State of California. Steven began his career with TD Securities in New York and brings more than ten years of capital markets experience across a wide range of products and strategies.

Living in Santa Monica, he enjoys attending concerts, exploring the outdoors, spending time with his wife Jessica and their dog Samson, and watching Miami Heat basketball.

T 818 835-8757

steven.schneider@spwm.com

Brendan Finneran

Portfolio Manager

Brendan Finneran is SteelPeak Wealth’s Portfolio Manager. He is responsible for working with SteelPeak’s Investment Committee to research, enhance, and support the firm’s investment process.

Brendan served as Managing Director and Equity Trader at Virtus Investment Partners and had served as Portfolio Manager and Trader at Rampart Investment Management Company, LLC for 12 years. Prior to Rampart, he was trader and operations manager at Andover Capital Advisors, where he was responsible for operational account management and trading for all equity, option, bond, bank debt, CDS, and swap trades.

In his free time Brendan enjoys time with his wife and three children, attending family sporting events, and frequenting the beach.

T 818 835-8744

brendan.finneran@spwm.com

James Cordle

Senior Trader

James handles day-to-day trading, operations, and assists with compliance duties at the firm. A 19-year veteran of the financial industry, he worked with Smith Barney (which later became Morgan Stanley) before joining SteelPeak Wealth.

James enjoys playing ice hockey, tennis and golf. He has been married for over 20 years and has two children.

T 818 835-8726

james.cordle@spwm.com

Vladislav Donets

Alternative Investments Analyst

As the Alternative Investments Analyst, Vlad supports fundraising and acceleration across the spectrum of non-traditional high risk-return investment assets.

Vlad graduated from the Ulsan National Institute of Science and Technology with a Bachelor’s in Computer Science and Human Factors Engineering. He began his career at the NVIDIA CUDA Center as a research analyst. Vlad has been investing in deep-tech companies within Venture Capital funds in South Korea, Brazil, and the United States, with a particular focus on entrepreneurs who challenge conventional norms of human evolution (and its lack).