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

Leonard Green
Compliance Manager
Ashley Payrits
Alternative Investments Analyst
Dylan Drake
Marketing Associate
Wyatt Gibson
Junior Tax Associate
Jason Hart
Director of Operations
Airene Williamson
Chief Legal & Compliance Officer
Adriana Carrillo
Accounting & Administrative Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
James Cordle
Senior Trader
Nicole Bezerra
HR Associate
Dalia Dardoon
Associate Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Wayne T. Slappy
Wealth Advisor
Kingsley Choi
Wealth Advisor
Cecilia Umbel
Client Service Manager
Jennifer Prendergast
Director of Tax Operations
Patrick Oliver, MST, EA
Senior Tax Consultant
Heather Hinrichs
Wealth Advisor
Tai Habib
Senior Client Service Associate
Kim Zajic
Chief Administrative Officer
Peter Amling, CFP®
Vice President, Wealth Advisor
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Enrique Vargas
Market Director
Rich Winer
Vice President, Wealth Advisor
Ryan Santiago
Operations Manager
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Brandon McAuslen
Portfolio Manager
Jackie Stafford
Sr. Client Service Associate
Alexandra Miller
Full Charge Bookkeeper
Daniel Atchinson
Junior Tax Associate
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Jack Martin
Associate Wealth Advisor
Emelyne Ham
Sr. Client Service Associate
Bardia Maghami
Vice President, Fund Operations
Aimie Lalas
Tax Administrator
Andy Rosas
AI Strategy & Operations Manager
Curtis Cooper
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Teddy Weber, CPA
Tax Associate
Myles Bozinovski
Sr. Market Director
Luke Everhart
Business Development Associate
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Bradley Triana
Tax Consultant
Lisa Tashtchian
Sr. Client Service Associate
Noah Barrionuevo
Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Laila Bahman
Associate
Charlotte Perkinson
HR & Talent Manager
Joe Fusaro
Director of Operations
Jess Boone
Director of Client Development, SteelPeak Sports
Harley Guzman
Office Manager & Junior Paralegal
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Joseph Brandolino
Associate Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Stephen Fringer
Systems & Reporting Manager
Anthony Kim
Portfolio Manager
Tyler Resh
Chief Growth Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Katherine Neto, AWMA®
Client Service Associate
Andrea Chandos
Sr. Tax Administrator
Michael Gansfuss
Market Director, Alpha Summit
Morten Roness, MBA
Vice President, Wealth Advisor
Josh Lev
Vice President, Investment Research
Lioness Ebbay, Esq.
Director of Estate Consulting
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Jordan Peterson, CPFA®
Wealth Advisor
Kiras Persky
Deputy General Counsel
Rina Pineda, CPA, MST
Director of Tax Consulting
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Lesny Espinoza, EA
Tax Associate
Andrew Moss
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Tony Walsh
Chief Operating Officer
Annie Heller
Associate Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor