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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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