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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

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