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

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