Buildings

Brandon McAuslen

Portfolio Manager
Education and Credentials
Seattle University

Brandon McAuslen is a Portfolio Manager at SteelPeak Wealth. He is responsible for working with SteelPeak's Trading team and Investment Committee to develop and execute portfolio strategies, research new opportunities, and support the firm's investment process across multiple asset classes.

Prior to joining SteelPeak, Brandon served as a Portfolio Administrator at Coldstream Wealth Management, where he managed multi-asset portfolios and executed trades across equities, derivatives, fixed income, commodities, and alternatives. Before that, he worked at Freestone Capital as a Trader, executing client and firm-wide investment strategies.

In his free time, Brandon enjoys golf, traveling, and exploring LA’s food scene.

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

Other Team Members

Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Steve Racius
Associate Wealth Advisor
Anthony Kim
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Robert Venezia
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Airene Williamson
Chief Legal Officer
Joseph Brandolino
Associate Wealth Advisor
JP Tran
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Maddie Zakarian
Administrative Specialist
Annie Heller
Client Service Associate
Steven K. Ridgeway, CPA
Tax Services Lead
Rachel Otto
Staff Accountant
Cecilia Escobar
Senior Client Service Associate
Ryan Santiago
Operations Manager
Charlotte Perkinson
HR & Talent Manager
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Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Peter Amling, CFP®
Wealth Advisor
Stacy Borek, CFP®
Senior Tax Associate
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Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Jennifer Prendergast
Tax Operations Lead
Wyatt Gibson
Junior Tax Associate
Michael Rashtian
Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Lucas McDonnell
Client Service Associate
Dylan Drake
Marketing Associate
Pete Alliegro, CFA
Director of Business Development
Nicolo Gori
Client Service Associate
Morten Roness, MBA
Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Stephanie Valderrama
Administrative Assistant
Katherine Neto, AWMA®
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Tony Walsh
Chief Operating Officer
Lexi Shaheri
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
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Mark Koellner, CFP®, CRPC®
Wealth Advisor
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Alternative Investment Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Benjamin Kanter
Client Service Associate
Drew Clanton
Operations Associate
Raesa Martin
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Joe Mezzetta, CPA
Senior Tax Associate
James Cordle
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Lisa Tashtchian
Senior Client Service Associate
Tyler Resh
Chief Growth Officer
Aimie Lalas
Tax Administrator
Joe Fusaro
Director of Operations
Leonard Green
Compliance Manager
Derek Ruan
Associate Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Nina Weiss
Client Service Associate
Justin Iskander, CPA
Wealth Advisor
Luke Anderson, SE-AWMA®
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Senior Portfolio Manager
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Sr. Vice President, Wealth Advisor
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Sam Sosa, J.D.
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Vice President, Wealth Advisor
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Senior Client Service Associate
Samantha Orellana
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Steven Dymant
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