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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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Career Highlights
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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

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