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

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