Buildings

Brendan Finneran

Senior Portfolio Manager
Education and Credentials

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

Other Team Members

Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Brandon McAuslen
Portfolio Manager
Charlotte Perkinson
HR & Talent Manager
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Steven K. Ridgeway, CPA
Tax Services Lead
Nicolo Gori
Client Service Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Andy Rosas
AI Strategy & Operations Manager
Jordan Thatcher
Senior Tax Consultant
Jackie Stafford
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Lesny Espinoza
Tax Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Wyatt Gibson
Junior Tax Associate
Bardia Maghami
Vice President, Fund Operations
Kiras Persky
Deputy General Counsel
Katherine Neto, AWMA®
Client Service Associate
Raesa Martin
Client Service Associate
Nina Weiss
Client Service Associate
Flavia Nunes
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Roger Lopez
Wealth Advisor
Joe Fusaro
Director of Operations
Jennifer Prendergast
Tax Operations Lead
Teddy Weber, CPA
Tax Associate
James Cordle
Senior Trader
Annie Heller
Associate Wealth Advisor & Investment Analyst
Joe Mezzetta, CPA
Tax Preparation Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Kingsley Choi
Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Peter Amling, CFP®
Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Richard Stucki
Senior Tax Reviewer
Anthony Kim
Portfolio Manager
Andrew Moss
Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Wayne T. Slappy
Wealth Advisor
Allison Garcia
Tax Administrator
Dylan Drake
Marketing Associate
Lucas McDonnell
Client Service Associate
Kim Zajic
Chief Administrative Officer
Rachel Otto
Staff Accountant
Joshua Fein
Controller
Michelle Nanoff
Sr. Client Service Associate
Tyler Resh
Chief Growth Officer
Ryan Santiago
Operations Manager
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Michael Nader, EA
Tax Associate
Josh Lev
Vice President, Investment Research
Joseph Brandolino
Associate Wealth Advisor
JP Tran
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Leonard Green
Compliance Manager
Aimie Lalas
Tax Administrator
Robert Venezia
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Andrea Chandos
Senior Tax Administrator
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Alejandra Guzman
Paralegal – Compliance Associate
Myles Bozinovski
Business Development Manager
Daniel Atchinson
Junior Tax Associate
Lisa Tashtchian
Sr. Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Tony Walsh
Chief Operating Officer
Derek Ruan
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO