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

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