Buildings

Tony Walsh

Chief Operating Officer
Education and Credentials

As Chief Operating Officer, Tony assists with the day-to-day operations of the firm. With 10 years of experience in the financial industry, he has worked with multiple RIA’s as an Operations Manager prior to joining SteelPeak Wealth.

Born and raised in Southern California, Tony left the “Golden State” to attend Hawaii Pacific University, earning both his Bachelor of Science in Business Administration and Master of Business Administration degrees.

Tony enjoys spending time with his family & friends, playing golf, and rooting for his Los Angeles Dodgers.

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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
Tony
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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