Buildings

Andy Rosas

Operations Manager
Education and Credentials
Purdue University & University of Illinois Urbana-Champaign
B.S. in Industrial Engineering; Master of Business Administration

Andy Rosas is an Operations Manager at SteelPeak Wealth. Prior to joining SteelPeak, Andy served as an Operations Manager at a REPE firm, where he oversaw the operations of equity and credit alternative investment deals. Early in his career he was at KPMG as a management consultant in advisory services, managing business transformation projects for Technology and Financial Services clients.

Andy holds a B.S. in Industrial Engineering from Purdue University and an MBA from University of Illinois Urbana-Champaign.

In his spare time Andy enjoys spending time by the ocean, quality time with friends and family, and outdoor fitness activities.

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