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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

Andrea Chandos
Senior Tax Administrator
Katherine Neto, AWMA®
Client Service Associate
Andy Rosas
Operations Manager
Robert Venezia
Sr. Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Brandon McAuslen
Portfolio Manager
Steven K. Ridgeway, CPA
Tax Services Lead
Michael Rashtian
Vice President, Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Annie Heller
Associate Wealth Advisor & Investment Analyst
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Steve Racius
Associate Wealth Advisor
Dylan Drake
Marketing Associate
Brendan Finneran
Senior Portfolio Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jennifer Prendergast
Tax Operations Lead
Teddy Weber, CPA
Tax Associate
Luke Everhart
Business Development Associate
Anthony Kim
Portfolio Manager
Michelle Nanoff
Sr. Client Service Associate
Tony Walsh
Chief Operating Officer
Wyatt Gibson
Junior Tax Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Raesa Martin
Client Service Associate
Steven Dymant
Director of Alternative Solutions
Wayne T. Slappy
Wealth Advisor
Michael Nader, EA
Tax Associate
Lucas McDonnell
Client Service Associate
Joseph Brandolino
Associate Wealth Advisor
Nina Weiss
Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Aimie Lalas
Tax Administrator
Lesny Espinoza
Tax Associate
Josh Lev
Alternative Investment Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Drew Clanton
Operations Associate
Myles Bozinovski
Business Development Manager
Benjamin Kanter
Client Service Associate
Roger Lopez
Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Rachel Otto
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Cecilia Umbel
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Lioness Ebbay, Esq.
Director of Estate Consulting
Flavia Nunes
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Mike Janis
Sr. Vice President, Wealth Advisor
Kingsley Choi
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Leonard Green
Compliance Manager
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Bardia Maghami
Fund Operations Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
JP Tran
Client Service Associate
Kim Zajic
Chief Administration Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Daniel Atchinson
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Sam Sosa, J.D.
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Charlotte Perkinson
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Joshua Fein
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Alejandra Guzman
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Joe Mezzetta, CPA
Senior Tax Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Richard Stucki
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Mike Shotton
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Tyler Resh
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Samantha Orellana
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Justin Iskander, CPA
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Ryan Santiago
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Christine Mueller Coley, CFP®, CDFA®
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Lexi Shaheri
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Ceasar Garvida, CFP®, CIMA®
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Maddie Zakarian
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