Buildings

Josh Lev

Vice President, Investment Research
Education and Credentials

Josh has spent his career in investment manager research with a focus on alternative investments. He has experience across asset classes including but not limited to hedge funds, private equity, private credit, secondaries, real estate and real assets.

Josh earned his Bachelor of Science in Business Administration with a concentration in Finance and Business Economics at the Marshall School of Business, University of Southern California.

In his spare time, Josh enjoys golf, walking his dog, travel and spending time with family and friends.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Josh
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Peter Amling, CFP®
Vice President, Wealth Advisor
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Sr. Client Service Associate
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Leonard Green
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Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Charlotte Perkinson
HR & Talent Manager
Jackie Stafford
Sr. Client Service Associate
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Chief Operating Officer
Kiras Persky
Deputy General Counsel
Jason Hart
Director of Operations
Curtis Cooper
Associate Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Michael Rashtian
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Kingsley Choi
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Sam Sosa, J.D.
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Robert Venezia
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Steve Racius
Associate Wealth Advisor
Nicolo Gori
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Morten Roness, MBA
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Tax Associate
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Director of Operations
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Andy Rosas
AI Strategy & Operations Manager
Mark Koellner, CFP®, CRPC®
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Raesa Martin
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Alexandra Miller
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Steven Dymant
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Katherine Neto, AWMA®
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