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

Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Chris Shelburne
Director of Corporate Development
Michelle Nanoff
Senior Client Service Associate
Roger Lopez
Wealth Advisor
Amalia Uribe
Human Resources Manager
Vladislav Donets
Senior Associate - Alternatives
Nick Sailer
Investment Analyst
James Cordle
Senior Trader
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Wayne T. Slappy
Wealth Advisor
James Cotton
Operations Associate
Pete Alliegro, CFA
Director of Business Development
Nina Weiss
Client Service Associate
Sam Sosa
Wealth Advisor
Colin Kapp
Director of Marketing
Robert Venezia
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Lexi Shaheri
Client Service Associate
Daisy Stinson
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Matthew Keller
Vice President, Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Airene Williamson
Chief Legal Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Business Development Coordinator
Justin Iskander, CPA
Investment Analyst
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Joseph Brandolino
Client Service Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Alexis Prigo
Executive Assistant
Eric Chamberlain
Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Cecilia Escobar
Senior Client Service Associate
Nicolo Gori
Client Service Associate
Tyler Resh
Chief Growth Officer
Billy Yeh
Director of Insurance Solutions
Victoria Harding
Corporate Development Analyst
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Tony Walsh
Chief Operating Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Stephanie Valderrama
Administrative Assistant
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administration Officer
Lioness Ebbay, Esq.
Director of Estate Consulting
Joshua Fein
Controller
Flavia Nunes
Wealth Advisor
Spencer Mittin
Client Service Associate
Omeri Davidi
Operations Associate
Summer Larzelere
Senior Tax Consultant
Leonard Green
Compliance Manager
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor