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

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