Meet Our Institute of Portfolio Management

Phil Argue is the Chief Revenue Officer and Director of Investment Strategy at SteelPeak Wealth. He is responsible for ensuring the seamless operation of the firm’s day-to-day business functions, thus enabling our partners and team members to effectively address their clients’ needs.

Phil began his career in wealth management at Citi Smith Barney in 2007. He went on to spend 10 years in leadership roles at Morgan Stanley, helping oversee the Los Angeles and Orange County markets. As the Associate Complex Manager, he worked with more than 200 financial advisors across seven offices to manage more than $33 billion in client assets. In 2017, Phil launched an online registered investment firm that used economic data to identify turning points in economic and market cycles.

Phil has a passion for understanding complex systems and building solutions to solve problems. His greatest passion is the study of economic cycles and exploring big data that can help reveal trends within the US economy.

Outside of work, Phil enjoys spending time with his family and often enjoys the outdoors by golfing, hiking, and gardening.

T 818 835-8741

phillip.argue@spwm.com

Steven serves as the Chief Compliance Officer and In-House Counsel for SteelPeak Wealth.  He is responsible for all aspects of the firm’s regulatory compliance program and corporate legal operations. He is results-oriented, and seeks to collaboratively and constructively drive new ideas and initiatives.

Steven holds a Bachelor’s Degree in Business Economics from the University of Florida and a Juris Doctorate from the New York Law School. He is licensed to practice law in the State of New York and is registered as In-House Counsel in the State of California. Steven began his career with TD Securities in New York and brings more than ten years of capital markets experience across a wide range of products and strategies.

Living in Marina Del Rey, he enjoys attending concerts, exploring the outdoors, spending time with his wife Jessica and their dog Samson, and watching Miami Heat basketball.

T 818 835-8757

steven.schneider@spwm.com

As the Portfolio Manager, Aayush is responsible for analyzing and implementing customized options strategies across SteelPeak Wealth. He is well-versed in both Fundamental and Technical Analysis. His experience includes working for various investment firms, both in India and the US.

Originally from India, Aayush earned his bachelor’s degree in Management from University of Delhi with a minor in Finance.  He also holds a degree in MS Finance from Queen Mary, University of London and a MBA and MS Accounting from Chapman University, Orange.

In his free time, Aayush enjoys learning about different cultures, trying different cuisines and is a Formula 1 fan.

T 818 835-8764

aayush.aggarwal@spwm.com