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

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