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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

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