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

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