Buildings

Bardia Maghami

Fund Operations Associate
Education and Credentials

Bardia Maghami is a seasoned fund management executive specializing in the operations of alternative investment funds. He has a proven track record in managing comprehensive fund operations, including compliance, investor relations, business development, and facilitating successful capital-raising initiatives.

Bardia holds a Bachelor of Arts in Economics from UCLA and developed a strong foundation in business operations through analytical roles with major retailers and distributors. Prior to joining SteelPeak Wealth, he served as Chief Operating Officer for an emerging manager long-short equity fund.

Outside of his professional life, Bardia enjoys exercising, traveling, reading novels, analyzing films, and spending quality time with family and friends.

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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
Bardia
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

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