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

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