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

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