Buildings

Myles Bozinovski

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

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
No items found.
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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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