Buildings

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

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