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

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