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

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