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Andy Rosas

AI Strategy & 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.

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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
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

Jess Boone
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Michael Nader, EA
Tax Associate
Teddy Weber, CPA
Tax Associate
Harley Guzman
Office Manager & Junior Paralegal
Jason Hart
Director of Operations
Lisa Tashtchian
Sr. Client Service Associate
Andrew Moss
Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Wayne T. Slappy
Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Dalia Dardoon
Associate Wealth Advisor
Tony Walsh
Chief Operating Officer
Jackie Stafford
Sr. Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Anthony Kim
Portfolio Manager
Stephanie Valderrama
Administrative Assistant
Michelle Nanoff
Sr. Client Service Associate
Joseph Brandolino
Associate Wealth Advisor
Luke Everhart
Business Development Associate
Kim Zajic
Chief Administrative Officer
Mary Berg, CPA/PFS
Technical Reviewer
Lioness Ebbay, Esq.
Director of Estate Consulting
Rachel Otto
Staff Accountant
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Alexandra Miller
Full Charge Bookkeeper
Wyatt Gibson
Junior Tax Associate
Joshua Fein
Controller
Kiras Persky
Deputy General Counsel
Mike Janis
Sr. Vice President, Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Curtis Cooper
Associate Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Annie Heller
Associate Wealth Advisor & Investment Analyst
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Bardia Maghami
Vice President, Fund Operations
James Cordle
Senior Trader
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Steven K. Ridgeway, CPA
Tax Services Lead
Tyler Resh
Chief Growth Officer
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Roger Lopez
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Lesny Espinoza, EA
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Jessica Donovan, CFP®, AIF®
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Ashley Payrits
Alternative Investments Analyst
Joe Mezzetta, CPA
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Rina Pineda, CPA, MST
Director of Tax Consulting
Jonathan Sheen
Junior Portfolio Manager
Ryan Santiago
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Luke Anderson, SE-AWMA®
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Laila Bahman
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Bradley Triana
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Sr. Client Service Associate
Justin Iskander, CFP®, CPA, MBA
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Marketing Associate
Patrick Oliver, MST, EA
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Associate Wealth Advisor
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Andrew H. Jacobson
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Natalie Arias
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Sam Sosa, J.D.
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Jack Martin
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Aimie Lalas
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Jordan Peterson, CPFA®
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