Buildings

Tony Walsh

Chief Operating Officer
Education and Credentials

As Chief Operating Officer, Tony assists with the day-to-day operations of the firm. With 10 years of experience in the financial industry, he has worked with multiple RIA’s as an Operations Manager prior to joining SteelPeak Wealth.

Born and raised in Southern California, Tony left the “Golden State” to attend Hawaii Pacific University, earning both his Bachelor of Science in Business Administration and Master of Business Administration degrees.

Tony enjoys spending time with his family & friends, playing golf, and rooting for his Los Angeles Dodgers.

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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
Tony
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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