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

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