Chief Investment Strategist
Phil Argue is the Chief Investment Strategist at SteelPeak Wealth. He is responsible for ensuring the seamless operation of the firm’s day-to-day business functions, thus enabling our partners and team members to effectively address their clients’ needs.
Phil began his career in wealth management at Citi Smith Barney in 2007. He went on to spend 10 years in leadership roles at Morgan Stanley, helping oversee the Los Angeles and Orange County markets. As the Associate Complex Manager, he worked with more than 200 financial advisors across seven offices to manage more than $33 billion in client assets. In 2017, Phil launched an online registered investment firm that used economic data to identify turning points in economic and market cycles.
Phil has a passion for understanding complex systems and building solutions to solve problems. His greatest passion is the study of economic cycles and exploring big data that can help reveal trends within the US economy.
Outside of work, Phil enjoys spending time with his family and often enjoys the outdoors by golfing, hiking, and gardening.
T 818 835-8741
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
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
Eric enjoys helping clients accomplish their financial objectives. He brings over 20 years of experience working in capital markets – including equities trading, portfolio administration, equity research, and risk management. Prior to joining Steal Peak, Eric managed a Market Neutral Fund which specializes in selling overvalued equity and index options.
Eric works closely with clients to develop tailored investment strategies and portfolio models. He also regularly meets with clients to share SteelPeak’s thinking on global markets and economies.
Eric is a graduate of Utah State University and Webster University of Vienna, Austria with a major in finance, accounting, and international business.
T 818 835-8774
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
As the Operations Associate, Brennan assists with the day-to-day trading and operations of the firm. Prior to joining SteelPeak, Brennan has worked with various RIA’s as an operations analyst.
Originally from Dalton, Georgia, Brennan attended and graduated from Boston College, earning a degree in Management, with a dual concentration in Finance and Information Systems.
Brennan enjoys exercising, reading, and snowboarding in his free time.
T 818 835-8758
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).
Outside of work, Vladislav enjoys literary realism, historical works on empires’ rise and collapse, and hiking.
T 818 835-8768