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Joseph Brandolino

Client Service Associate
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.

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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
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

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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Lisa Tashtchian
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Daisy Stinson
Client Service Associate
Mark Koellner, CFP®, CRPC®
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Lexi Shaheri
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Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
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Pete Alliegro, CFA
Director of Business Development
Nina Weiss
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Mike Shotton
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Rich Winer
Vice President, Wealth Advisor
Josh Lev
Alternative Investment Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Justin Iskander, CPA
Wealth Advisor
James Cotton
Operations Associate
James Cordle
Senior Trader
Tony Walsh
Chief Operating Officer
Jordan Thatcher
Senior Tax Consultant
Cole Murphy
Business Development Associate
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Flavia Nunes
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Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Maddie Zakarian
Administrative Specialist
Sam Sosa, J.D.
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Wayne T. Slappy
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Mike Janis
Sr. Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Spencer Mittin
Client Service Associate
Samantha Orellana
Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Tyler Resh
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Kingsley Choi
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Joshua Fein
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Stephanie Valderrama
Administrative Assistant
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Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Nick Sailer
Investment Analyst
Alexis Prigo
Executive Assistant
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Fund Operations Associate
Airene Williamson
Chief Legal Officer
Robert Venezia
Sr. Vice President, Wealth Advisor
Eric Hua
Portfolio Manager
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Michael Rashtian
Vice President, Wealth Advisor
Katherine Neto, AWMA®
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Associate Wealth Advisor
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Director of Estate Consulting
Morten Roness, MBA
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