Buildings

Josh Lev

Alternative Investment Associate
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

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