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

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