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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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Career Highlights
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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

Luke Anderson, SE-AWMA®
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Tony Walsh
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Lexi Shaheri
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Ceasar Garvida, CFP®, CIMA®
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Andrew H. Jacobson
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Stacy Borek, CFP®
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Airene Williamson
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Michelle Nanoff
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Lioness Ebbay, Esq.
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Michael Rashtian
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Rina Pineda, CPA, MST
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Kim Zajic
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JP Tran
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Maz Esmailbeigi AIF®, CFS®, CAS®
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Teddy Weber, CPA
Tax Associate
Cecilia Escobar
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Pete Alliegro, CFA
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Benjamin Kanter
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Steven Dymant
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Ali Zamani AIF®, CFS®, CAS®
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Christine Mueller Coley, CFP®, CDFA®
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Lisa Tashtchian
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Bardia Maghami
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Morten Roness, MBA
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Nicolo Gori
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Mike Shotton
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Richard Stucki
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