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

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