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.

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
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

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