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

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