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

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