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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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Why did you get into wealth management?
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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

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