Buildings

Myles Bozinovski

Sr. Market Director
Education and Credentials
University of California, Los Angeles Quantic School of Business & Technology
B.A. in Economics; MBA
Book a Complimentary Consultation

Prior to joining SteelPeak Wealth, Myles served as a founding Partner and Vice President at LarrainVial Distribution, partnering with boutique managers and focused on the RIA & Family Office markets. He specializes in helping advisors expand their practices with tailored solutions that strengthen client relationships and achieve their financial objectives. With over 20 years in financial services, he has worked in numerous roles at a variety of firms including, Morgan Stanley, TCW/MetWest, CLS Investments, Flexible Plan, and MCI.

Myles is a Southern California native, a graduate of UCLA, and a former collegiate water polo player and LA County ocean lifeguard. Any free time is typically spent with his three amazing children and their activities.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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
Myles
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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