Buildings

Brendan Finneran

Senior Portfolio Manager
Education and Credentials

Brendan Finneran is SteelPeak Wealth’s Portfolio Manager. He is responsible for working with SteelPeak’s Investment Committee to research, enhance, and support the firm’s  investment process.

Brendan served as Managing Director and Equity Trader at Virtus Investment Partners and had served as Portfolio Manager and Trader at Rampart Investment Management Company, LLC for 12 years.  Prior to Rampart, he was trader and operations manager at Andover Capital Advisors, where he was responsible for operational account management and trading for all equity, option, bond, bank debt, CDS, and swap trades.

In his free time Brendan enjoys time with his wife and three children, attending family sporting events, and frequenting the beach.

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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
Brendan
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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