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

Jonathan Sheen
Junior Portfolio Manager
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Curtis Cooper
Associate Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Andy Rosas
AI Strategy & Operations Manager
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Roger Lopez
Wealth Advisor
Leonard Green
Compliance Manager
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Wyatt Gibson
Junior Tax Associate
Anthony Kim
Portfolio Manager
Rachel Otto
Staff Accountant
Cecilia Umbel
Client Service Manager
Alexandra Miller
Full Charge Bookkeeper
Harley Guzman
Office Manager & Junior Paralegal
Mary Berg, CPA/PFS
Technical Reviewer
Jess Boone
Director of Client Development, SteelPeak Sports
Ryan Santiago
Operations Manager
Dylan Drake
Marketing Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Wayne T. Slappy
Wealth Advisor
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Aimie Lalas
Tax Administrator
Lioness Ebbay, Esq.
Director of Estate Consulting
Joe Mezzetta, CPA
Tax Preparation Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Myles Bozinovski
Business Development Manager
Derek Ruan
Wealth Advisor
Jordan Peterson, CPFA®
Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Joseph Brandolino
Associate Wealth Advisor
Jack Martin
Associate Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Noah Barrionuevo
Associate
Dalia Dardoon
Associate Wealth Advisor
Kiras Persky
Deputy General Counsel
Lesny Espinoza, EA
Tax Associate
Michael Gansfuss
Business Development Manager, Alpha Summit
Kim Zajic
Chief Administrative Officer
Rina Pineda, CPA, MST
Director of Tax Consulting
Peter Amling, CFP®
Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Kingsley Choi
Wealth Advisor
Teddy Weber, CPA
Tax Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Michelle Nanoff
Sr. Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Michael Nader, EA
Tax Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Andrea Chandos
Sr. Tax Administrator
Brandon McAuslen
Portfolio Manager
Daniel Atchinson
Junior Tax Associate
Rich Winer
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Joe Fusaro
Director of Operations
Tyler Resh
Chief Growth Officer
Joshua Fein
Controller
Robert Venezia
Sr. Vice President, Wealth Advisor
Jason Hart
Director of Operations
Charlotte Perkinson
HR & Talent Manager
Jackie Stafford
Sr. Client Service Associate
Lisa Tashtchian
Sr. Client Service Associate
Andrew Moss
Wealth Advisor
Patrick Oliver, MST, EA
Senior Tax Consultant
Ashley Payrits
Alternative Investments Analyst
James Cordle
Senior Trader
Enrique Vargas
Business Development
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
JP Tran
Client Service Associate
Michael Rashtian
Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
Bradley Triana
Tax Consultant
Laila Bahman
Associate
Jennifer Prendergast
Tax Operations Lead
Annie Heller
Associate Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Flavia Nunes
Sr. Vice President, Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Vice President, Fund Operations