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

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