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

Mike Janis
Sr. Vice President, Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Spencer Mittin
Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Samantha Orellana
Client Service Associate
Cecilia Escobar
Senior Client Service Associate
Alexis Prigo
Executive Assistant
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Sam Sosa, J.D.
Wealth Advisor
Eric Hua
Portfolio Manager
Kim Zajic
Chief Administration Officer
Brendan Finneran
Senior Portfolio Manager
Lisa Tashtchian
Business Development Coordinator
Nina Weiss
Client Service Associate
Joseph Brandolino
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Morten Roness, MBA
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Wayne T. Slappy
Wealth Advisor
Kingsley Choi
Wealth Advisor
Bardia Maghami
Fund Operations Associate
Airene Williamson
Chief Legal Officer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Justin Iskander, CPA
Investment Analyst
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Matthew Keller
Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Amalia Uribe
Human Resources Manager
Nick Sailer
Investment Analyst
Cole Murphy
Business Development Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Leonard Green
Compliance Manager
Flavia Nunes
Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Rina Pineda, CPA, MST
Director of Tax Consulting
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
James Cotton
Operations Associate
Teddy Weber, CPA
Tax Associate
Maddie Zakarian
Administrative Specialist
Pete Alliegro, CFA
Director of Business Development
Summer Larzelere
Senior Tax Consultant
Rich Winer
Vice President, Wealth Advisor
James Cordle
Senior Trader
Katherine Neto, AWMA®
Client Service Associate
Lexi Shaheri
Client Service Associate
Nicolo Gori
Client Service Associate
Roger Lopez
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor