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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
No items found.
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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

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