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Myles Bozinovski

Business Development Manager
Education and Credentials
University of California, Los Angeles Quantic School of Business & Technology
B.A. in Economics; MBA

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.

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

Other Team Members

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