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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

Tyler Resh
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Airene Williamson
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Lisa Tashtchian
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Matthew Keller
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Cecilia Escobar
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Christine Mueller Coley, CFP®, CDFA®
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Omeri Davidi
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Leonard Green
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Tony Walsh
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Billy Yeh
Director of Insurance Solutions
Justin Iskander, CPA
Investment Analyst
Bardia Maghami
Fund Operations Associate
Stephanie Valderrama
Administrative Assistant
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Kim Zajic
Chief Administration Officer
Colin Kapp
Director of Marketing
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Flavia Nunes
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Eric Chamberlain
Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
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John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Chris Shelburne
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Mark Koellner, CFP®, CRPC®
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Michael Rashtian
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Joshua Fein
Controller
Nick Sailer
Investment Analyst
Robert Venezia
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
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Summer Larzelere
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Steven Dymant
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Amalia Uribe
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Pete Alliegro, CFA
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Lexi Shaheri
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Joseph Brandolino
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Brendan Finneran
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Nicolo Gori
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Katherine Neto, AWMA®
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