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

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