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

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