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

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