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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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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

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