Buildings

Bardia Maghami

Vice President, Fund Operations
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.

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
No items found.
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.
30-Minute Complimentary
Wealth Consultation
Back to Meet Our Team

Other Team Members

Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Jason Hart
Director of Operations
Rich Winer
Vice President, Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Derek Ruan
Wealth Advisor
Joseph Brandolino
Associate Wealth Advisor
Myles Bozinovski
Sr. Market Director
Curtis Cooper
Associate Wealth Advisor
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Jordan Peterson, CPFA®
Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Kiras Persky
Deputy General Counsel
Aimie Lalas
Tax Administrator
Jack Martin
Associate Wealth Advisor
Josh Lev
Vice President, Investment Research
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Michael Nader, EA
Tax Associate
Kingsley Choi
Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Laila Bahman
Associate
Ryan Santiago
Operations Manager
Roger Lopez
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Brandon McAuslen
Portfolio Manager
Jonathan Sheen
Junior Portfolio Manager
Morten Roness, MBA
Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Jackie Stafford
Sr. Client Service Associate
Lioness Ebbay, Esq.
Director of Estate Consulting
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Noah Barrionuevo
Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Leonard Green
Compliance Manager
Kim Zajic
Chief Administrative Officer
James Cordle
Senior Trader
Alexandra Miller
Full Charge Bookkeeper
Anthony Kim
Portfolio Manager
Mary Berg, CPA/PFS
Technical Reviewer
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Charlotte Perkinson
HR & Talent Manager
Jess Boone
Director of Client Development, SteelPeak Sports
Dalia Dardoon
Associate Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Joshua Fein
Controller
Michelle Nanoff
Sr. Client Service Associate
Stephen Fringer
Systems & Reporting Manager
Harley Guzman
Office Manager & Junior Paralegal
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Bradley Triana
Tax Consultant
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Jennifer Prendergast
Tax Operations Lead
Andrew Moss
Wealth Advisor
Michael Gansfuss
Market Director, Alpha Summit
Jessica Donovan, CFP®, AIF®
Sr. Wealth Advisor
Enrique Vargas
Market Director
Mike Janis
Sr. Vice President, Wealth Advisor
Cecilia Umbel
Client Service Manager
Ashley Payrits
Alternative Investments Analyst
Andrea Chandos
Sr. Tax Administrator
Luke Everhart
Business Development Associate
Airene Williamson
Chief Legal & Compliance Officer
Dylan Drake
Marketing Associate
Patrick Oliver, MST, EA
Senior Tax Consultant
Annie Heller
Associate Wealth Advisor
Natalie Arias
Office Manager & Administrative Assistant
Wyatt Gibson
Junior Tax Associate
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Rachel Otto
Staff Accountant
Joe Fusaro
Director of Operations
Mike Shotton
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Andy Rosas
AI Strategy & Operations Manager
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Tony Walsh
Chief Operating Officer
Daniel Atchinson
Junior Tax Associate