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Joe Fusaro

Director of Operations
Education and Credentials
Arizona State University
B.S. in Marketing
Book a Complimentary Consultation

Joe is the Director of Operations at SteelPeak Wealth. With over 20 years of RIA/BD experience, he has held a wide range of responsibilities working in all facets of the business, including as an Advisor, compliance, operations, and human resources. Joe earned his B.S. in Marketing, Magna Cum Laude, from Arizona State University.

When not working, Joe spends his time with his wife visiting California wine regions, hiking the many historic hidden stairs in Los Angeles, and traveling to see friends and family.

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Career Highlights
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Schedule a Meeting with
Joe
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

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