Buildings

Josh Lev

Alternative Investment Associate
Education and Credentials

Josh has spent his career in investment manager research with a focus on alternative investments. He has experience across asset classes including but not limited to hedge funds, private equity, private credit, secondaries, real estate and real assets.

Josh earned his Bachelor of Science in Business Administration with a concentration in Finance and Business Economics at the Marshall School of Business, University of Southern California.

In his spare time, Josh enjoys golf, walking his dog, travel and spending time with family and friends.

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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
Josh
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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