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

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