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

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