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.

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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

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