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James Cordle

Senior Trader
Education and Credentials
Book a Complimentary Consultation

James handles day-to-day trading, operations, and assists with compliance duties at the firm. A 19-year veteran of the financial industry, he worked with Smith Barney (which later became Morgan Stanley) before joining SteelPeak Wealth.

James enjoys playing ice hockey, tennis and golf. He has been married for over 20 years and has two children.

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Schedule a Meeting with
James
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
30-Minute Complimentary
Wealth Consultation
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Other Team Members

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