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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

Morten Roness, MBA
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Anthony Kim
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Ceasar Garvida, CFP®, CIMA®
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Michael Rashtian
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Stephanie Valderrama
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Steven Dymant
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Peter Amling, CFP®
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Teddy Weber, CPA
Tax Associate
Ali Zamani AIF®, CFS®, CAS®
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Wyatt Gibson
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Ryan Santiago
Operations Manager
Lexi Shaheri
Client Service Associate
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Joe Mezzetta, CPA
Senior Tax Associate
Maddie Zakarian
Administrative Specialist
Raesa Martin
Client Service Associate
Dylan Drake
Marketing Associate
Drew Clanton
Operations Associate
Justin Iskander, CPA
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Michelle Nanoff
Sr. Client Service Associate
Joshua Fein
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Rina Pineda, CPA, MST
Director of Tax Consulting
Richard Stucki
Senior Tax Reviewer
Airene Williamson
Chief Legal & Compliance Officer
Robert Venezia
Sr. Vice President, Wealth Advisor
Lucas McDonnell
Client Service Associate
Kim Zajic
Chief Administration Officer
Rich Winer
Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Rachel Otto
Staff Accountant
Derek Ruan
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Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Roger Lopez
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Steven K. Ridgeway, CPA
Tax Services Lead
Jordan Thatcher
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Nina Weiss
Client Service Associate
Samantha Orellana
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Tyler Resh
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Ryan Saidi, AIF®
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Alexandra Miller
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Mike Shotton
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Steve Racius
Associate Wealth Advisor
Andrea Chandos
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Alejandra Guzman
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Benjamin Kanter
Client Service Associate
Bardia Maghami
Fund Operations Associate
Jennifer Prendergast
Tax Operations Lead
Aimie Lalas
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Annie Heller
Associate Wealth Advisor & Investment Analyst
Myles Bozinovski
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Pete Alliegro, CFA
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