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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

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Steven Dymant
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Samantha Orellana
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Rina Pineda, CPA, MST
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Harley Guzman
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Katherine Neto, AWMA®
Client Service Associate
Laila Bahman
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Michelle Nanoff
Sr. Client Service Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
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Junior Tax Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Roger Lopez
Wealth Advisor
Noah Barrionuevo
Associate
Andrea Chandos
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Tyler Resh
Chief Growth Officer
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Adam Greenwald
Sr. Client Service Associate
JP Tran
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Kim Zajic
Chief Administrative Officer
Andrew H. Jacobson
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Junior Portfolio Manager
Rachel Otto
Staff Accountant
Ethan Ashbrook, CFP®
Associate Wealth Advisor
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Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
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Associate Wealth Advisor
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Sr. Vice President, Wealth Advisor
Derek Ruan
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Luke Everhart
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Associate Wealth Advisor
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Ryan Santiago
Operations Manager
Ryan Saidi, AIF®
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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HR & Talent Manager
Lisa Tashtchian
Sr. Client Service Associate
Patrick Oliver, MST, EA
Senior Tax Consultant
Airene Williamson
Chief Legal & Compliance Officer
Joshua Fein
Controller
Mary Berg, CPA/PFS
Technical Reviewer
Teddy Weber, CPA
Tax Associate
Myles Bozinovski
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Christine Mueller Coley, CFP®, CDFA®
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Jack Martin
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Lioness Ebbay, Esq.
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