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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

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