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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
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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
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Myles
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Other Team Members

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Rachel Otto
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Annie Heller
Client Service Associate
Cecilia Escobar
Senior Client Service Associate
Charlotte Perkinson
HR & Talent Manager
Michael Nader, EA
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Administrative Assistant
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Sr. Vice President, Wealth Advisor
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Steven Dymant
Director of Alternative Solutions
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
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Tony Walsh
Chief Operating Officer
Steve Racius
Associate Wealth Advisor
Stacy Borek, CFP®
Senior Tax Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Kingsley Choi
Wealth Advisor
Richard Stucki
Senior Tax Reviewer
Derek Ruan
Associate Wealth Advisor
Benjamin Kanter
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Joe Mezzetta, CPA
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Katherine Neto, AWMA®
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Lexi Shaheri
Client Service Associate
Lisa Tashtchian
Senior Client Service Associate
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Mark Koellner, CFP®, CRPC®
Wealth Advisor
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Associate Wealth Advisor
Leonard Green
Compliance Manager
Kim Zajic
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Alejandra Guzman
Paralegal – Compliance Associate
Dylan Drake
Marketing Associate
Flavia Nunes
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Rina Pineda, CPA, MST
Director of Tax Consulting
Pete Alliegro, CFA
Director of Business Development
Joshua Fein
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James Cordle
Senior Trader
Lucas McDonnell
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Shelby Brennan, CPA, CFP®
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Senior Tax Administrator
Maddie Zakarian
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Tax Services Lead
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Teddy Weber, CPA
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Tyler Resh
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Ceasar Garvida, CFP®, CIMA®
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