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

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