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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

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