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

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