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

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