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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.

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Luke Anderson, SE-AWMA®
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Katherine Neto, AWMA®
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Sr. Vice President, Wealth Advisor
Jordan Thatcher
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Joshua Fein
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Teddy Weber, CPA
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Shelby Brennan, CPA, CFP®
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Aimie Lalas
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Stephanie Valderrama
Administrative Assistant
Christine Mueller Coley, CFP®, CDFA®
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Nina Weiss
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Ethan Ashbrook, CFP®
Associate Wealth Advisor
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Nicolo Gori
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Vice President, Investment Research
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Lucas McDonnell
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Rina Pineda, CPA, MST
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Michael Nader, EA
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Ceasar Garvida, CFP®, CIMA®
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