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

Nicolo Gori
Client Service Associate
James Cotton
Operations Associate
Lexi Shaheri
Client Service Associate
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Bardia Maghami
Fund Operations Associate
Roger Lopez
Wealth Advisor
Leonard Green
Compliance Manager
Morten Roness, MBA
Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Tyler Resh
Chief Growth Officer
Eric Hua
Portfolio Manager
Alexis Prigo
Executive Assistant
Joshua Fein
Controller
James Cordle
Senior Trader
Sam Sosa, J.D.
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Maddie Zakarian
Administrative Specialist
Derek Ruan
Associate Wealth Advisor
Kingsley Choi
Wealth Advisor
Daisy Stinson
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Kim Zajic
Chief Administration Officer
Teddy Weber, CPA
Tax Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Lisa Tashtchian
Business Development Coordinator
Mike Janis
Sr. Vice President, Wealth Advisor
Nick Sailer
Investment Analyst
Cole Murphy
Business Development Associate
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Michelle Nanoff
Senior Client Service Associate
Justin Iskander, CPA
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Jordan Thatcher
Senior Tax Consultant
Michael Rashtian
Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Steven Dymant
Director of Alternative Solutions
Airene Williamson
Chief Legal Officer
Spencer Mittin
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Samantha Orellana
Client Service Associate
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Josh Lev
Alternative Investment Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Flavia Nunes
Wealth Advisor