Buildings

Joseph Brandolino

Associate Wealth Advisor
Education and Credentials

Joseph grew up in Southern California before attending Aurora University in the suburbs of Chicago, IL where he played Division III lacrosse and obtained his B.S. in both Biology and Health Sciences.

After graduating, Joseph shifted his focus away from health sciences. He then spent two years in Las Vegas, NV where he began his professional career as an executive assistant to a private family office, before transitioning into an analyst role within their asset management division. He has since relocated back to Southern California and joined SteelPeak Wealth as a Client Services Associate.

Outside of work, Joseph enjoys spending his time golfing, surfing, and camping in the mountains with his friends.

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
Joseph
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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