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

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