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

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