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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

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