Buildings

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

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