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

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