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.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

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

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