Meet Our Institute of Portfolio Management

Steve has a proven track record of accomplishment and leadership over a 35 year career across asset management, alternative investments and financial services with a focus on portfolio management, asset allocation, risk management, trading and operations.

Steve earned his Bachelor of Science in Finance and Entrepreneurial Management at the Wharton School, University of Pennsylvania.  Prior to joining SteelPeak Wealth, he worked as a senior executive at both public and private companies across multiple asset classes including equities, fixed income, credit, managed futures, venture and private equity.  As a member of Ambac Financial Group, he served as the Global Head of Capital Markets (Sales and Trading), running the Alternative Asset Management and the Global Derivatives Businesses. Before joining Ambac, Steve worked at Merrill Lynch in fixed income sales and trading in both the taxable and municipal divisions of the firm.

In his spare time, Steve enjoys hiking, boating and exercising.

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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.

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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.

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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.

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