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

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