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

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