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

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