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