Buildings

Josh Lev

Vice President, Investment Research
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.

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
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
Joseph Brandolino
Associate Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Andrea Chandos
Sr. Tax Administrator
Aimie Lalas
Tax Administrator
Ryan Santiago
Operations Manager
Noah Barrionuevo
Associate
Michael Rashtian
Vice President, Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Kingsley Choi
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Joe Mezzetta, CPA
Tax Preparation Manager
Michelle Nanoff
Sr. Client Service Associate
Peter Amling, CFP®
Vice President, Wealth Advisor
Laila Bahman
Associate
Teddy Weber, CPA
Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Patrick Oliver, MST, EA
Senior Tax Consultant
Cecilia Umbel
Client Service Manager
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Joshua Fein
Controller
Jess Boone
Director of Client Development, SteelPeak Sports
Michael Gansfuss
Business Development Manager, Alpha Summit
Morten Roness, MBA
Vice President, Wealth Advisor
JP Tran
Client Service Associate
Kiras Persky
Deputy General Counsel
Stephen Fringer
Systems & Reporting Manager
Steven K. Ridgeway, CPA
Tax Services Lead
Derek Ruan
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Dalia Dardoon
Associate Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Daniel Atchinson
Junior Tax Associate
Rich Winer
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Adam Greenwald
Sr. Client Service Associate
Charlotte Perkinson
HR & Talent Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations
Stephanie Valderrama
Administrative Assistant
Mary Berg, CPA/PFS
Technical Reviewer
Harley Guzman
Office Manager & Junior Paralegal
Jordan Peterson, CPFA®
Wealth Advisor
James Cordle
Senior Trader
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Tyler Resh
Chief Growth Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Bradley Triana
Tax Consultant
Brandon McAuslen
Portfolio Manager
Mike Janis
Sr. Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Jack Martin
Associate Wealth Advisor
Kim Zajic
Chief Administrative Officer
Brendan Finneran
Senior Portfolio Manager
Flavia Nunes
Sr. Vice President, Wealth Advisor
Andrew Moss
Wealth Advisor
Tony Walsh
Chief Operating Officer
Leonard Green
Compliance Manager
Luke Everhart
Business Development Associate
Rachel Otto
Staff Accountant
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Katherine Neto, AWMA®
Client Service Associate
Roger Lopez
Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Anthony Kim
Portfolio Manager
Jennifer Prendergast
Tax Operations Lead
Natalie Arias
Office Manager & Administrative Assistant
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Dylan Drake
Marketing Associate
Enrique Vargas
Business Development
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Myles Bozinovski
Business Development Manager
Ashley Payrits
Alternative Investments Analyst
Wayne T. Slappy
Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Joe Fusaro
Director of Operations
Wyatt Gibson
Junior Tax Associate
Jason Hart
Director of Operations
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO