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

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