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

Mike Janis
Sr. Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Morten Roness, MBA
Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Samantha Orellana
Client Service Associate
Eric Hua
Portfolio Manager
Sam Sosa, J.D.
Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Cole Murphy
Business Development Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Nina Weiss
Client Service Associate
James Cordle
Senior Trader
Jordan Thatcher
Senior Tax Consultant
Lexi Shaheri
Client Service Associate
Nick Sailer
Investment Analyst
Joshua Fein
Controller
Mike Shotton
Sr. Vice President, Wealth Advisor
Leonard Green
Compliance Manager
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Spencer Mittin
Client Service Associate
Pete Alliegro, CFA
Director of Business Development
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Derek Ruan
Associate Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Lioness Ebbay, Esq.
Director of Estate Consulting
Michael Rashtian
Vice President, Wealth Advisor
Alexis Prigo
Executive Assistant
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Kim Zajic
Chief Administration Officer
James Cotton
Operations Associate
Teddy Weber, CPA
Tax Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Bardia Maghami
Fund Operations Associate
Daisy Stinson
Client Service Associate
Flavia Nunes
Wealth Advisor
Airene Williamson
Chief Legal Officer
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Kingsley Choi
Wealth Advisor
Nicolo Gori
Client Service Associate
Lisa Tashtchian
Business Development Coordinator
Josh Lev
Alternative Investment Associate
Katherine Neto, AWMA®
Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Justin Iskander, CPA
Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor