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.

Other Team Members

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