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

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