Buildings

Joe Fusaro

Director of Operations
Education and Credentials
Arizona State University
B.S. in Marketing

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
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
Joe
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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