Buildings

Cole Murphy

Business Development Associate
Education and Credentials
Syracuse University

Cole Murphy is a results-driven professional with a standout football career at Syracuse University and professional experience in the NFL and USFL. Now transitioning into wealth management as a Business Development Associate, Cole leverages a competitive edge, strategic mindset, and strong work ethic to drive business growth and build lasting client relationships.

With proven leadership and teamwork skills developed in high-performance environments, Cole is dedicated to understanding clients' financial goals and providing tailored solutions, fostering long-term partnerships and delivering value-driven results to support the firm’s success.

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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
Cole
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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