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

Katherine Neto, AWMA®
Client Service Associate
Bradley Triana
Tax Consultant
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Jess Boone
Director of Client Development, SteelPeak Sports
Jason Hart
Director of Operations
Andrew Moss
Wealth Advisor
Kingsley Choi
Wealth Advisor
Brandon McAuslen
Portfolio Manager
James Cordle
Senior Trader
Curtis Cooper
Associate Wealth Advisor
Tony Walsh
Chief Operating Officer
Patrick Oliver, MST, EA
Senior Tax Consultant
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Jordan Thatcher
Senior Tax Consultant
Harley Guzman
Office Manager & Junior Paralegal
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Jordan Peterson, CPFA®
Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Myles Bozinovski
Business Development Manager
Airene Williamson
Chief Legal & Compliance Officer
Annie Heller
Associate Wealth Advisor & Investment Analyst
Camille Reyes
Associate
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Samantha Orellana
Client Service Associate
Noah Barrionuevo
Associate
Stephen Fringer
Systems & Reporting Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Kiras Persky
Deputy General Counsel
Peter Amling, CFP®
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Flavia Nunes
Sr. Vice President, Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Wayne T. Slappy
Wealth Advisor
Anthony Kim
Portfolio Manager
Joshua Fein
Controller
Lisa Tashtchian
Sr. Client Service Associate
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Lioness Ebbay, Esq.
Director of Estate Consulting
Steven K. Ridgeway, CPA
Tax Services Lead
Lucas McDonnell
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Enrique Vargas
Business Development
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Charlotte Perkinson
HR & Talent Manager
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Michael Gansfuss
Business Development Manager, Alpha Summit
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Roger Lopez
Wealth Advisor
Josh Lev
Vice President, Investment Research
Luke Everhart
Business Development Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Jack Martin
Associate Wealth Advisor
Rachel Otto
Staff Accountant
Alexandra Miller
Full Charge Bookkeeper
Joseph Brandolino
Associate Wealth Advisor
JP Tran
Client Service Associate
Kim Zajic
Chief Administrative Officer
Teddy Weber, CPA
Tax Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Laila Bahman
Associate
Aimie Lalas
Tax Administrator
Joe Mezzetta, CPA
Tax Preparation Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Joe Fusaro
Director of Operations
Morten Roness, MBA
Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Dylan Drake
Marketing Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Lesny Espinoza, EA
Tax Associate
Dalia Dardoon
Associate Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Andrea Chandos
Sr. Tax Administrator
Derek Ruan
Wealth Advisor
Leonard Green
Compliance Manager
Wyatt Gibson
Junior Tax Associate
Adam Greenwald
Sr. Client Service Associate
Ryan Santiago
Operations Manager
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Mary Berg, CPA/PFS
Technical Reviewer
Robert Venezia
Sr. Vice President, Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Andy Rosas
AI Strategy & Operations Manager
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Jennifer Prendergast
Tax Operations Lead