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

Andrew Moss
Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Samantha Orellana
Client Service Associate
Derek Ruan
Wealth Advisor
James Cordle
Senior Trader
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Curtis Cooper
Associate Wealth Advisor
Tony Walsh
Chief Operating Officer
Jess Boone
Director of Client Development, SteelPeak Sports
Ashley Payrits
Alternative Investments Analyst
Charlotte Perkinson
HR & Talent Manager
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Jordan Peterson, CPFA®
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Harley Guzman
Office Manager & Junior Paralegal
Myles Bozinovski
Business Development Manager
Kingsley Choi
Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Natalie Arias
Office Manager & Administrative Assistant
Jason Hart
Director of Operations
Michelle Nanoff
Sr. Client Service Associate
Roger Lopez
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Wayne T. Slappy
Wealth Advisor
Michael Nader, EA
Tax Associate
Josh Lev
Vice President, Investment Research
Anthony Kim
Portfolio Manager
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Teddy Weber, CPA
Tax Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Enrique Vargas
Business Development
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Lesny Espinoza, EA
Tax Associate
Patrick Oliver, MST, EA
Senior Tax Consultant
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Michael Gansfuss
Business Development Manager, Alpha Summit
Adam Greenwald
Sr. Client Service Associate
Laila Bahman
Associate
Brandon McAuslen
Portfolio Manager
Kiras Persky
Deputy General Counsel
JP Tran
Client Service Associate
Andy Rosas
AI Strategy & Operations Manager
Brendan Finneran
Senior Portfolio Manager
Airene Williamson
Chief Legal & Compliance Officer
Bradley Triana
Tax Consultant
Mike Janis
Sr. Vice President, Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Jackie Stafford
Sr. Client Service Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Andrea Chandos
Sr. Tax Administrator
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Jack Martin
Associate Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Aimie Lalas
Tax Administrator
Tyler Resh
Chief Growth Officer
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Camille Reyes
Associate
Stephen Fringer
Systems & Reporting Manager
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Ryan Santiago
Operations Manager
Lioness Ebbay, Esq.
Director of Estate Consulting
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Leonard Green
Compliance Manager
Dylan Drake
Marketing Associate
Bardia Maghami
Vice President, Fund Operations
Noah Barrionuevo
Associate
Kim Zajic
Chief Administrative Officer
Jonathan Sheen
Junior Portfolio Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Rachel Otto
Staff Accountant
Cecilia Umbel
Client Service Manager
Rina Pineda, CPA, MST
Director of Tax Consulting