Buildings

Robert Venezia

Sr. Vice President, Wealth Advisor
Education and Credentials

Robert Venezia embarked on his finance career in 1982, solidifying his reputation as a respected figure in the industry. With a proven track record of managing private accounts for high-net-worth individuals and serving as a sub-advisor for stockbroker clients, he remains committed to identifying market inefficiencies and shaping an investment strategy that fuses quantitative and fundamental analysis to uncover securities that outperform the broader market over the long term.

At SteelPeak Wealth, Robert assumes the role of Wealth Advisor and leads our latest office in Las Vegas. His expertise plays a pivotal role in expanding our reach and enhancing services for clients in the region. With a deep industry understanding and an unwavering commitment to exceptional results, Robert’s presence further solidifies our position as a trusted wealth management firm.

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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
Robert
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Jess Boone
Director of Client Development, SteelPeak Sports
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Luke Everhart
Business Development Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Patrick Oliver, MST, EA
Senior Tax Consultant
Alexandra Miller
Full Charge Bookkeeper
Bardia Maghami
Vice President, Fund Operations
Flavia Nunes
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Jonathan Sheen
Junior Portfolio Manager
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Joe Fusaro
Director of Operations
Tyler Resh
Chief Growth Officer
Tony Walsh
Chief Operating Officer
Myles Bozinovski
Business Development Manager
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Harley Guzman
Office Manager & Junior Paralegal
JP Tran
Client Service Associate
Anthony Kim
Portfolio Manager
Jordan Peterson, CPFA®
Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Allison Garcia
Tax Administrator
Natalie Arias
Office Manager & Administrative Assistant
Peter Amling, CFP®
Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Jack Martin
Associate Wealth Advisor
Dalia Dardoon
Associate Wealth Advisor
Michael Gansfuss
Business Development Manager, Alpha Summit
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Samantha Orellana
Client Service Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Mary Berg, CPA/PFS
Technical Reviewer
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Michael Rashtian
Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Laila Bahman
Associate
Leonard Green
Compliance Manager
Curtis Cooper
Associate Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Stephanie Valderrama
Administrative Assistant
James Cordle
Senior Trader
Michelle Nanoff
Sr. Client Service Associate
Ryan Santiago
Operations Manager
Dylan Drake
Marketing Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Brendan Finneran
Senior Portfolio Manager
Camille Reyes
Associate
Stephen Fringer
Systems & Reporting Manager
Lucas McDonnell
Client Service Associate
Jason Hart
Director of Operations
Bradley Triana
Tax Consultant
Airene Williamson
Chief Legal & Compliance Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Jackie Stafford
Sr. Client Service Associate
Kiras Persky
Deputy General Counsel
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Roger Lopez
Wealth Advisor
Enrique Vargas
Business Development
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Andrea Chandos
Sr. Tax Administrator
Joe Mezzetta, CPA
Tax Preparation Manager
Josh Lev
Vice President, Investment Research
Adam Greenwald
Sr. Client Service Associate
Lisa Tashtchian
Sr. Client Service Associate
Brandon McAuslen
Portfolio Manager
Andy Rosas
AI Strategy & Operations Manager
Rina Pineda, CPA, MST
Director of Tax Consulting
Michael Nader, EA
Tax Associate
Andrew Moss
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Kim Zajic
Chief Administrative Officer
Derek Ruan
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Wyatt Gibson
Junior Tax Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Jennifer Prendergast
Tax Operations Lead
Lesny Espinoza, EA
Tax Associate