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

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