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

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