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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

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