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