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

Rina Pineda, CPA, MST
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Mike Shotton
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Chris Shelburne
Director of Corporate Development
Kingsley Choi
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Cecilia Escobar
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Joshua Fein
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Lisa Tashtchian
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Heidi Wilson, WMCP®, CDFA®
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Roger Lopez
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Pete Alliegro, CFA
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Administrative Assistant
Matthew Keller
Vice President, Wealth Advisor
Maddie Zakarian
Administrative Specialist
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
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Founding Partner, CFO
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Nina Weiss
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Morten Roness, MBA
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Amalia Uribe
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Daisy Stinson
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Ceasar Garvida, CFP®, CIMA®
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Lioness Ebbay, Esq.
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Bardia Maghami
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Teddy Weber, CPA
Tax Associate
Kim Zajic
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Rich Winer
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Tony Walsh
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Joseph Auday, CFP®, CRPC®
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