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Andy Rosas

AI Strategy & Operations Manager
Education and Credentials
Purdue University & University of Illinois Urbana-Champaign
B.S. in Industrial Engineering; Master of Business Administration

Andy Rosas is an Operations Manager at SteelPeak Wealth. Prior to joining SteelPeak, Andy served as an Operations Manager at a REPE firm, where he oversaw the operations of equity and credit alternative investment deals. Early in his career he was at KPMG as a management consultant in advisory services, managing business transformation projects for Technology and Financial Services clients.

Andy holds a B.S. in Industrial Engineering from Purdue University and an MBA from University of Illinois Urbana-Champaign.

In his spare time Andy enjoys spending time by the ocean, quality time with friends and family, and outdoor fitness activities.

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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
Andy
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Laila Bahman
Associate
Joseph Brandolino
Associate Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Brandon McAuslen
Portfolio Manager
Rachel Otto
Staff Accountant
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Rina Pineda, CPA, MST
Director of Tax Consulting
Teddy Weber, CPA
Tax Associate
Jess Boone
Director of Client Development, SteelPeak Sports
Jordan Peterson, CPFA®
Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Lesny Espinoza, EA
Tax Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Michelle Nanoff
Sr. Client Service Associate
Harley Guzman
Office Manager & Junior Paralegal
Joe Mezzetta, CPA
Tax Preparation Manager
Charlotte Perkinson
HR & Talent Manager
Tony Walsh
Chief Operating Officer
Annie Heller
Associate Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Josh Lev
Vice President, Investment Research
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Ashley Payrits
Alternative Investments Analyst
Jason Hart
Director of Operations
Kim Zajic
Chief Administrative Officer
Enrique Vargas
Market Director
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Kingsley Choi
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Jack Martin
Associate Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Leonard Green
Compliance Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Katherine Neto, AWMA®
Client Service Associate
James Cordle
Senior Trader
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Aimie Lalas
Tax Administrator
Peter Amling, CFP®
Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Ryan Santiago
Operations Manager
Daniel Atchinson
Junior Tax Associate
Luke Everhart
Business Development Associate
Jackie Stafford
Sr. Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Tyler Resh
Chief Growth Officer
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Andrew Moss
Wealth Advisor
Cecilia Umbel
Client Service Manager
Andrea Chandos
Sr. Tax Administrator
Myles Bozinovski
Sr. Market Director
Patrick Oliver, MST, EA
Senior Tax Consultant
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Jennifer Prendergast
Director of Tax Operations
Michael Nader, EA
Tax Associate
Wayne T. Slappy
Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Joshua Fein
Controller
Rich Winer
Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Bradley Triana
Tax Consultant
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Joe Fusaro
Director of Operations
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Michael Gansfuss
Market Director, Alpha Summit
Kiras Persky
Deputy General Counsel
Steven K. Ridgeway, CPA
Tax Services Lead
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Anthony Kim
Portfolio Manager
Dalia Dardoon
Associate Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor