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.

‍

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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