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

Nick Sailer
Investment Analyst
Tyler Resh
Chief Growth Officer
James Cotton
Operations Associate
Daisy Stinson
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Business Development Coordinator
Rich Winer
Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Spencer Mittin
Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Colin Kapp
Director of Marketing
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
James Cordle
Senior Trader
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Amalia Uribe
Human Resources Manager
Lexi Shaheri
Client Service Associate
Chris Shelburne
Director of Corporate Development
Airene Williamson
Chief Legal Officer
Billy Yeh
Director of Insurance Solutions
Alexis Prigo
Executive Assistant
Cecilia Escobar
Senior Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Sam Sosa
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Mike Shotton
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Justin Iskander, CPA
Investment Analyst
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Victoria Harding
Corporate Development Analyst
Kim Zajic
Chief Administration Officer
Katherine Neto, AWMA®
Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Joshua Fein
Controller
Eric Chamberlain
Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Nicolo Gori
Client Service Associate
Tony Walsh
Chief Operating Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Summer Larzelere
Senior Tax Consultant
Steven Dymant
Director of Alternative Solutions
Robert Venezia
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Bardia Maghami
Fund Operations Associate
Vladislav Donets
Senior Associate - Alternatives
Omeri Davidi
Operations Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Flavia Nunes
Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Matthew Keller
Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Joseph Brandolino
Client Service Associate
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Nina Weiss
Client Service Associate