Buildings

James Cordle

Senior Trader
Education and Credentials

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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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
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.

Other Team Members

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