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

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