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

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