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

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