Buildings

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.

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
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

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