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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

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