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Myles Bozinovski

Business Development Manager
Education and Credentials
University of California, Los Angeles Quantic School of Business & Technology
B.A. in Economics; MBA

Prior to joining SteelPeak Wealth, Myles served as a founding Partner and Vice President at LarrainVial Distribution, partnering with boutique managers and focused on the RIA & Family Office markets. He specializes in helping advisors expand their practices with tailored solutions that strengthen client relationships and achieve their financial objectives. With over 20 years in financial services, he has worked in numerous roles at a variety of firms including, Morgan Stanley, TCW/MetWest, CLS Investments, Flexible Plan, and MCI.

Myles is a Southern California native, a graduate of UCLA, and a former collegiate water polo player and LA County ocean lifeguard. Any free time is typically spent with his three amazing children and their activities.

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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
Myles
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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Rich Winer
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Stacy Borek, CFP®
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Steven Dymant
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Aimie Lalas
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Airene Williamson
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Derek Ruan
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Kim Zajic
Chief Administrative Officer
Michael Nader, EA
Tax Associate
Teddy Weber, CPA
Tax Associate
Richard Stucki
Senior Tax Reviewer
Ali Zamani AIF®, CFS®, CAS®
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Jordan Thatcher
Senior Tax Consultant
Steve Racius
Associate Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Lucas McDonnell
Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Kingsley Choi
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Daniel Atchinson
Junior Tax Associate
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Samantha Orellana
Client Service Associate
Andy Rosas
AI Strategy & Operations Manager
Michael Rashtian
Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Joe Mezzetta, CPA
Tax Preparation Manager
Joe Fusaro
Director of Operations
Raesa Martin
Client Service Associate
Luke Everhart
Business Development Associate
Kiras Persky
Deputy General Counsel
Jennifer Prendergast
Tax Operations Lead
Mike Janis
Sr. Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Robert Venezia
Sr. Vice President, Wealth Advisor
Tyler Resh
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Anthony Kim
Portfolio Manager
Joshua Fein
Controller
Alexandra Miller
Full Charge Bookkeeper
Nicolo Gori
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Katherine Neto, AWMA®
Client Service Associate
Ryan Santiago
Operations Manager
Flavia Nunes
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Wyatt Gibson
Junior Tax Associate
Jackie Stafford
Client Service Associate
Roger Lopez
Wealth Advisor
Brandon McAuslen
Portfolio Manager
Josh Lev
Vice President, Investment Research
Cecilia Umbel
Client Service Manager
Andrea Chandos
Senior Tax Administrator
Allison Garcia
Tax Administrator
Stephanie Valderrama
Administrative Assistant
Tony Walsh
Chief Operating Officer
Michelle Nanoff
Sr. Client Service Associate
Charlotte Perkinson
HR & Talent Manager
Dylan Drake
Marketing Associate
Brendan Finneran
Senior Portfolio Manager
Annie Heller
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Shelby Brennan, CPA, CFP®
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Rina Pineda, CPA, MST
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Sam Sosa, J.D.
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