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

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