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

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