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

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