Buildings

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

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Andrea Chandos
Sr. Tax Administrator
Justin Iskander, CFP®, CPA, MBA
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Tyler Resh
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Derek Ruan
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Brendan Finneran
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Kiras Persky
Deputy General Counsel
Kim Zajic
Chief Administrative Officer
Roger Lopez
Wealth Advisor
Myles Bozinovski
Business Development Manager
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Robert Venezia
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Harley Guzman
Office Manager & Junior Paralegal
Laila Bahman
Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
JP Tran
Client Service Associate
Wyatt Gibson
Junior Tax Associate
Stephen Fringer
Systems & Reporting Manager
Luke Everhart
Business Development Associate
Lesny Espinoza, EA
Tax Associate
Noah Barrionuevo
Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Ashley Payrits
Alternative Investments Analyst
Alexandra Miller
Full Charge Bookkeeper
Jess Boone
Director of Client Development, SteelPeak Sports
Daniel Atchinson
Junior Tax Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Anthony Kim
Portfolio Manager
Mary Berg, CPA/PFS
Technical Reviewer
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Aimie Lalas
Tax Administrator
Joshua Fein
Controller
Jack Martin
Associate Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Ryan Santiago
Operations Manager
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Jackie Stafford
Sr. Client Service Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Bardia Maghami
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Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Cecilia Umbel
Client Service Manager
Ryan Saidi, AIF®
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Jordan Peterson, CPFA®
Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Zack Farooquee, AAMS®, AIF®
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Director of Operations
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Tax Preparation Manager
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Business Development
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Chief Operating Officer
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Mike Janis
Sr. Vice President, Wealth Advisor
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