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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

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