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

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