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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
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.

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Myles
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Other Team Members

Annie Heller
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Steve Racius
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Rina Pineda, CPA, MST
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Brendan Finneran
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Aimie Lalas
Tax Administrator
Alexandra Miller
Full Charge Bookkeeper
Charlotte Perkinson
HR & Talent Manager
Teddy Weber, CPA
Tax Associate
Raesa Martin
Client Service Associate
Maddie Zakarian
Administrative Specialist
Andrew H. Jacobson
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Stephanie Valderrama
Administrative Assistant
JP Tran
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Operations Manager
Lucas McDonnell
Client Service Associate
Jordan Thatcher
Senior Tax Consultant
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Joe Mezzetta, CPA
Senior Tax Associate
James Cordle
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Peter Amling, CFP®
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Lesny Espinoza
Tax Associate
Lisa Tashtchian
Sr. Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Paralegal – Compliance Associate
Wyatt Gibson
Junior Tax Associate
Robert Venezia
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Steven Dymant
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Roger Lopez
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Joe Fusaro
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Dylan Drake
Marketing Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Michael Nader, EA
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Ceasar Garvida, CFP®, CIMA®
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Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Brandon McAuslen
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Christine Mueller Coley, CFP®, CDFA®
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Michelle Nanoff
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Katherine Neto, AWMA®
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