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

Omeri Davidi
Operations Associate
Daisy Stinson
Client Service Associate
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Bardia Maghami
Fund Operations Associate
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Summer Larzelere
Senior Tax Consultant
Jordan Thatcher
Senior Tax Consultant
Stephanie Valderrama
Administrative Assistant
Kim Zajic
Chief Administration Officer
Billy Yeh
Director of Insurance Solutions
Wayne T. Slappy
Wealth Advisor
Flavia Nunes
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Eric Chamberlain
Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Amalia Uribe
Human Resources Manager
James Cotton
Operations Associate
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Justin Iskander, CPA
Investment Analyst
Lexi Shaheri
Client Service Associate
Tyler Resh
Chief Growth Officer
Lioness Ebbay, Esq.
Director of Estate Consulting
James Cordle
Senior Trader
Sam Sosa
Wealth Advisor
Roger Lopez
Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Victoria Harding
Corporate Development Analyst
Nick Sailer
Investment Analyst
Katherine Neto, AWMA®
Client Service Associate
Nina Weiss
Client Service Associate
Cole Murphy
Business Development Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal Officer
Michael Rashtian
Vice President, Wealth Advisor
Nicolo Gori
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Mike Janis
Sr. Vice President, Wealth Advisor
Joseph Brandolino
Client Service Associate
Steven Dymant
Director of Alternative Solutions
Maddie Zakarian
Administrative Specialist
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Lisa Tashtchian
Business Development Coordinator
Pete Alliegro, CFA
Director of Business Development
Alexis Prigo
Executive Assistant
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Colin Kapp
Director of Marketing
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Chris Shelburne
Director of Corporate Development
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Leonard Green
Compliance Manager
Spencer Mittin
Client Service Associate
Kingsley Choi
Wealth Advisor/Associate Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Teddy Weber, CPA
Tax Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Joshua Fein
Controller
Matthew Keller
Vice President, Wealth Advisor