Buildings

Robert Venezia

Sr. Vice President, Wealth Advisor
Education and Credentials

Robert Venezia embarked on his finance career in 1982, solidifying his reputation as a respected figure in the industry. With a proven track record of managing private accounts for high-net-worth individuals and serving as a sub-advisor for stockbroker clients, he remains committed to identifying market inefficiencies and shaping an investment strategy that fuses quantitative and fundamental analysis to uncover securities that outperform the broader market over the long term.

At SteelPeak Wealth, Robert assumes the role of Wealth Advisor and leads our latest office in Las Vegas. His expertise plays a pivotal role in expanding our reach and enhancing services for clients in the region. With a deep industry understanding and an unwavering commitment to exceptional results, Robert’s presence further solidifies our position as a trusted wealth management firm.

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