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

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