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

Billy Yeh
Director of Insurance Solutions
Mike Janis
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Tyler Resh
Chief Growth Officer
Amalia Uribe
Human Resources Manager
Kim Zajic
Chief Administration Officer
Joseph Brandolino
Client Service Associate
Cecilia Escobar
Senior Client Service Associate
Stephanie Valderrama
Administrative Assistant
Roger Lopez
Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Justin Iskander, CPA
Investment Analyst
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Spencer Mittin
Client Service Associate
Teddy Weber, CPA
Tax Associate
Rich Winer
Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Lisa Tashtchian
Business Development Coordinator
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Eric Chamberlain
Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Daisy Stinson
Client Service Associate
James Cordle
Senior Trader
Summer Larzelere
Senior Tax Consultant
Victoria Harding
Corporate Development Analyst
Lexi Shaheri
Client Service Associate
Nick Sailer
Investment Analyst
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Cole Murphy
Business Development Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Flavia Nunes
Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Maddie Zakarian
Administrative Specialist
Jordan Thatcher
Senior Tax Consultant
Wayne T. Slappy
Wealth Advisor
Colin Kapp
Director of Marketing
Alexis Prigo
Executive Assistant
Katherine Neto, AWMA®
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Brendan Finneran
Senior Portfolio Manager
Leonard Green
Compliance Manager
Steven Dymant
Director of Alternative Solutions
James Cotton
Operations Associate
Omeri Davidi
Operations Associate
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Joshua Fein
Controller
Michelle Nanoff
Senior Client Service Associate
Sam Sosa
Wealth Advisor
Chris Shelburne
Director of Corporate Development
Matthew Keller
Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Tony Walsh
Chief Operating Officer