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

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