Buildings

Bardia Maghami

Vice President, Fund Operations
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

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