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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

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