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

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