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Joseph Brandolino

Associate Wealth Advisor
Education and Credentials

Joseph grew up in Southern California before attending Aurora University in the suburbs of Chicago, IL where he played Division III lacrosse and obtained his B.S. in both Biology and Health Sciences.

After graduating, Joseph shifted his focus away from health sciences. He then spent two years in Las Vegas, NV where he began his professional career as an executive assistant to a private family office, before transitioning into an analyst role within their asset management division. He has since relocated back to Southern California and joined SteelPeak Wealth as a Client Services Associate.

Outside of work, Joseph enjoys spending his time golfing, surfing, and camping in the mountains with his friends.

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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
Joseph
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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