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.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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