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

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