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

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