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

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