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

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