Buildings

Joe Fusaro

Director of Operations
Education and Credentials
Arizona State University
B.S. in Marketing

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
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
Joe
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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