Buildings

James Cordle

Senior Trader
Education and Credentials

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

Other Team Members

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