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.

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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

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