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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

Mike Shotton
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Jackie Stafford
Sr. Client Service Associate
Annie Heller
Associate Wealth Advisor & Investment Analyst
Wayne T. Slappy
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Lucas McDonnell
Client Service Associate
Mark Koellner, CFP®, CRPC®
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Katherine Neto, AWMA®
Client Service Associate
Myles Bozinovski
Business Development Manager
Michelle Nanoff
Sr. Client Service Associate
Kiras Persky
Deputy General Counsel
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Michael Nader, EA
Tax Associate
Leonard Green
Compliance Manager
Flavia Nunes
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Curtis Cooper
Associate Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Morten Roness, MBA
Vice President, Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Noah Barrionuevo
Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Josh Lev
Vice President, Investment Research
Mike Janis
Sr. Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Lisa Tashtchian
Sr. Client Service Associate
Dylan Drake
Marketing Associate
Roger Lopez
Wealth Advisor
Enrique Vargas
Business Development
Samantha Orellana
Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Jonathan Sheen
Junior Portfolio Manager
Laila Bahman
Associate
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Jordan Thatcher
Senior Tax Consultant
Derek Ruan
Wealth Advisor
Aimie Lalas
Tax Administrator
Patrick Oliver, MST, EA
Senior Tax Consultant
Camille Reyes
Associate
JP Tran
Client Service Associate
Charlotte Perkinson
HR & Talent Manager
Joshua Fein
Controller
Dalia Dardoon
Associate Wealth Advisor
Alexandra Miller
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Michael Gansfuss
Business Development Manager, Alpha Summit
Robert Venezia
Sr. Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Andrea Chandos
Sr. Tax Administrator
Jason Hart
Director of Operations
Jack Martin
Associate Wealth Advisor
Harley Guzman
Office Manager & Junior Paralegal
Airene Williamson
Chief Legal & Compliance Officer
Jess Boone
Director of Client Development, SteelPeak Sports
Joe Fusaro
Director of Operations
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Tony Walsh
Chief Operating Officer
Rachel Otto
Staff Accountant
Wyatt Gibson
Junior Tax Associate
Tyler Resh
Chief Growth Officer
Luke Everhart
Business Development Associate
Teddy Weber, CPA
Tax Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Zack Farooquee, AAMS®, AIF®
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Brandon McAuslen
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Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Anthony Kim
Portfolio Manager
Ryan Santiago
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Andrew Moss
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Michael Rashtian
Vice President, Wealth Advisor
Allison Garcia
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
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Shelby Brennan, CPA, CFP®
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Sr. Client Service Associate
Daniel Atchinson
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Andrew H. Jacobson
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Jordan Peterson, CPFA®
Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Senior Portfolio Manager
Stephen Fringer
Systems & Reporting Manager
Andy Rosas
AI Strategy & Operations Manager
Kingsley Choi
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Lioness Ebbay, Esq.
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Stephanie Valderrama
Administrative Assistant
Mary Berg, CPA/PFS
Technical Reviewer
Rich Winer
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Peter Amling, CFP®
Vice President, Wealth Advisor
Bradley Triana
Tax Consultant