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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

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