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James Cordle

Senior Trader
Education and Credentials
Book a Complimentary Consultation

James handles day-to-day trading, operations, and assists with compliance duties at the firm. A 19-year veteran of the financial industry, he worked with Smith Barney (which later became Morgan Stanley) before joining SteelPeak Wealth.

James enjoys playing ice hockey, tennis and golf. He has been married for over 20 years and has two children.

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Schedule a Meeting with
James
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

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