Buildings

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.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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