Buildings

Cole Murphy

Business Development Associate
Education and Credentials
Syracuse University

Cole Murphy is a results-driven professional with a standout football career at Syracuse University and professional experience in the NFL and USFL. Now transitioning into wealth management as a Business Development Associate, Cole leverages a competitive edge, strategic mindset, and strong work ethic to drive business growth and build lasting client relationships.

With proven leadership and teamwork skills developed in high-performance environments, Cole is dedicated to understanding clients' financial goals and providing tailored solutions, fostering long-term partnerships and delivering value-driven results to support the firm’s success.

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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
Cole
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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