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Bardia Maghami

Fund Operations Associate
Education and Credentials
Book a Complimentary Consultation

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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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.
30-Minute Complimentary
Wealth Consultation
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Joseph Brandolino
Associate Wealth Advisor
Maddie Zakarian
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Michelle Nanoff
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Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Derek Ruan
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Lioness Ebbay, Esq.
Director of Estate Consulting
JP Tran
Client Service Associate
Lucas McDonnell
Client Service Associate
James Cordle
Senior Trader
Richard Stucki
Senior Tax Reviewer
Brandon McAuslen
Portfolio Manager
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Steven Dymant
Director of Alternative Solutions
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Aimie Lalas
Tax Administrator
Steven K. Ridgeway, CPA
Tax Services Lead
Flavia Nunes
Sr. Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Charlotte Perkinson
HR & Talent Manager
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Lisa Tashtchian
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Wyatt Gibson
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Samantha Orellana
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Alexandra Miller
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Stacy Borek, CFP®
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Rachel Otto
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Myles Bozinovski
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Teddy Weber, CPA
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Robert Venezia
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Ryan Santiago
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Drew Clanton
Operations Associate
Lexi Shaheri
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Ali Zamani AIF®, CFS®, CAS®
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Mike Shotton
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Rina Pineda, CPA, MST
Director of Tax Consulting
Leonard Green
Compliance Manager
Joe Fusaro
Director of Operations
Kingsley Choi
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Nicolo Gori
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Anthony Kim
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Airene Williamson
Chief Legal & Compliance Officer
Alejandra Guzman
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Mark Koellner, CFP®, CRPC®
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Joe Mezzetta, CPA
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Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
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Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
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Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Pete Alliegro, CFA
Director of Business Development
Reza Zamani, AIF®, CPM®, CFS®, CAS®
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Katherine Neto, AWMA®
Client Service Associate
Raesa Martin
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Dylan Drake
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Andrea Chandos
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Cecilia Umbel
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