Buildings

Robert Venezia

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

Victoria Harding
Corporate Development Analyst
Airene Williamson
Chief Legal Officer
Tony Walsh
Chief Operating Officer
Roger Lopez
Wealth Advisor
Flavia Nunes
Wealth Advisor
Sam Sosa
Wealth Advisor
Kingsley Choi
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Billy Yeh
Director of Insurance Solutions
Eric Chamberlain
Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Leonard Green
Compliance Manager
Justin Iskander, CPA
Investment Analyst
Summer Larzelere
Senior Tax Consultant
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Alexis Prigo
Executive Assistant
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Daisy Stinson
Client Service Associate
Spencer Mittin
Client Service Associate
Michelle Nanoff
Senior Client Service Associate
James Cotton
Operations Associate
Nick Sailer
Investment Analyst
Amalia Uribe
Human Resources Manager
Pete Alliegro, CFA
Director of Business Development
Lexi Shaheri
Client Service Associate
Omeri Davidi
Operations Associate
Matthew Keller
Vice President, Wealth Advisor
Joshua Fein
Controller
Chris Shelburne
Director of Corporate Development
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Colin Kapp
Director of Marketing
Rina Pineda, CPA, MST
Director of Tax Consulting
Morten Roness, MBA
Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Brian Matthews, CFP®
Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Brendan Finnerman
Senior Portfolio Manager
Lisa Tashtchian
Business Development Coordinator
Cecilia Escobar
Senior Client Service Associate
Tyler Resh
Chief Growth Officer
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Kim Zajic
Chief Administration Officer
Wayne T. Slappy
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Joseph Brandolino
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Vladislav Donets
Senior Associate - Alternatives
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
James Cordle
Senior Trader
Rich Winer
Vice President, Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO