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

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