Buildings

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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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