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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

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Jessica Donovan, CFP®, AIF®
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Dalia Dardoon
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Michael Nader, EA
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Camille Reyes
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Shelby Brennan, CPA, CFP®
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Allison Garcia
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Justin Iskander, CFP®, CPA, MBA
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Lisa Tashtchian
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Morten Roness, MBA
Vice President, Wealth Advisor
Mary Berg, CPA/PFS
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Steven Dymant
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Brandon McAuslen
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Natalie Arias
Office Manager & Administrative Assistant
Andrea Chandos
Sr. Tax Administrator
Stephanie Valderrama
Administrative Assistant
Joseph Auday, CFP®, CRPC®
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Daniel Atchinson
Junior Tax Associate
Rachel Otto
Staff Accountant
Andy Rosas
AI Strategy & Operations Manager
Brendan Finneran
Senior Portfolio Manager
JP Tran
Client Service Associate
Jordan Thatcher
Senior Tax Consultant
Michelle Nanoff
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Cecilia Umbel
Client Service Manager
Noah Barrionuevo
Associate
Lesny Espinoza, EA
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Peter Amling, CFP®
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Derek Ruan
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Ethan Ashbrook, CFP®
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Tyler Resh
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Harley Guzman
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Steven K. Ridgeway, CPA
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Annie Heller
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Joshua Fein
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Teddy Weber, CPA
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Jonathan Sheen
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Ryan Saidi, AIF®
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Mark Koellner, CFP®, CRPC®
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Bardia Maghami
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Ceasar Garvida, CFP®, CIMA®
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Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Jennifer Prendergast
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
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Michael Rashtian
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Rina Pineda, CPA, MST
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Jordan Peterson, CPFA®
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Joe Mezzetta, CPA
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Sam Sosa, J.D.
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Wyatt Gibson
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Stephen Fringer
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Ryan Santiago
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Anthony Kim
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Airene Williamson
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Lioness Ebbay, Esq.
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Adam Greenwald
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Patrick Oliver, MST, EA
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Jackie Stafford
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Samantha Orellana
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Leonard Green
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Tony Walsh
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Kingsley Choi
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Jack Martin
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Jason Hart
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Bradley Triana
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Wayne T. Slappy
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Laila Bahman
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