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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

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Peter Amling, CFP®
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Cecilia Umbel
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Steven Dymant
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Luke Anderson, SE-AWMA®
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Bardia Maghami
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Joseph Brandolino
Associate Wealth Advisor
Zack Farooquee, AAMS®, AIF®
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Tyler Resh
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Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Joshua Fein
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Anthony Kim
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Shelby Brennan, CPA, CFP®
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Rachel Otto
Staff Accountant
Samantha Orellana
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Steven K. Ridgeway, CPA
Tax Services Lead
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Alexandra Miller
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Wealth Advisor
Nina Weiss
Client Service Associate
Kiras Persky
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Lisa Tashtchian
Sr. Client Service Associate
Stephanie Valderrama
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Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Tony Walsh
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Derek Ruan
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Luke Everhart
Business Development Associate
Alejandra Guzman
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Rina Pineda, CPA, MST
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Charlotte Perkinson
HR & Talent Manager
Morten Roness, MBA
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Lioness Ebbay, Esq.
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Michelle Nanoff
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Richard Stucki
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Airene Williamson
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Daniel Atchinson
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