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

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