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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

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