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

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