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

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