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

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