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

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