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

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