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

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