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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

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