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Joe Fusaro

Director of Operations
Education and Credentials
Arizona State University
B.S. in Marketing
Book a Complimentary Consultation

Joe is the Director of Operations at SteelPeak Wealth. With over 20 years of RIA/BD experience, he has held a wide range of responsibilities working in all facets of the business, including as an Advisor, compliance, operations, and human resources. Joe earned his B.S. in Marketing, Magna Cum Laude, from Arizona State University.

When not working, Joe spends his time with his wife visiting California wine regions, hiking the many historic hidden stairs in Los Angeles, and traveling to see friends and family.

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Schedule a Meeting with
Joe
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

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