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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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