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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

Andy Rosas
AI Strategy & Operations Manager
Tai Habib
Senior Client Service Associate
Josh Lev
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Rachel Otto
Staff Accountant
Laila Bahman
Associate
Kim Zajic
Chief Administrative Officer
Stephen Fringer
Systems & Reporting Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Derek Ruan
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Rina Pineda, CPA, MST
Director of Tax Consulting
Ceasar Garvida, CFP®, CIMA®
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Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
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Portfolio Manager
Bardia Maghami
Vice President, Fund Operations
Jess Boone
Director of Client Development, SteelPeak Sports
Dylan Drake
Marketing Associate
Joseph Brandolino
Associate Wealth Advisor
Tony Walsh
Chief Operating Officer
Jason Hart
Director of Operations
Roger Lopez
Wealth Advisor
Emelyne Ham
Sr. Client Service Associate
Alexandra Miller
Full Charge Bookkeeper
Robert Venezia
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Patrick Oliver, MST, EA
Senior Tax Consultant
Kingsley Choi
Wealth Advisor
Zack Farooquee, AAMS®, AIF®
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Bradley Triana
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Jordan Peterson, CPFA®
Wealth Advisor
Leonard Green
Compliance Manager
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Lesny Espinoza, EA
Tax Associate
Adriana Carrillo
Accounting & Administrative Associate
Joshua Fein
Controller
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Nicole Bezerra
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Jessica Donovan, CFP®, AIF®, SE-AWMA®
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Michael Rashtian
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Morten Roness, MBA
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Jackie Stafford
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Sam Sosa, J.D.
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Joseph Auday, CFP®, CRPC®
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Annie Heller
Associate Wealth Advisor
Tyler Resh
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Shelby Brennan, CPA, CFP®
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Peter Amling, CFP®
Vice President, Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Heather Hinrichs
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Justin Iskander, CFP®, CPA, MBA
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Charlotte Perkinson
HR & Talent Manager
Christine Mueller Coley, CFP®, CDFA®
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Teddy Weber, CPA
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Dalia Dardoon
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Airene Williamson
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Luke Anderson, SE-AWMA®
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Luke Everhart
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Jack Martin
Associate Wealth Advisor
Andrew Moss
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Daniel Atchinson
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Andrea Chandos
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Michelle Nanoff
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Brandon McAuslen
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Joe Fusaro
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Harley Guzman
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Mary Berg, CPA/PFS
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