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

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