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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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Career Highlights
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Why did you get into wealth management?
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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

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