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Brandon McAuslen

Portfolio Manager
Education and Credentials
Seattle University
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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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Brandon
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Other Team Members

Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Joe Fusaro
Director of Operations
Zack Farooquee, AAMS®, AIF®
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JP Tran
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Andrea Chandos
Senior Tax Administrator
Steven K. Ridgeway, CPA
Tax Services Lead
Brendan Finneran
Senior Portfolio Manager
Rachel Otto
Staff Accountant
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Michael Nader, EA
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Cecilia Umbel
Client Service Manager
Nicolo Gori
Client Service Associate
Jackie Stafford
Client Service Associate
Mike Shotton
Sr. Vice President, Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Lisa Tashtchian
Sr. Client Service Associate
Kiras Persky
Deputy General Counsel
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Allison Garcia
Tax Administrator
Teddy Weber, CPA
Tax Associate
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Bardia Maghami
Vice President, Fund Operations
Myles Bozinovski
Business Development Manager
Kingsley Choi
Wealth Advisor
Rich Winer
Vice President, Wealth Advisor
Raesa Martin
Client Service Associate
Kim Zajic
Chief Administrative Officer
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Samantha Orellana
Client Service Associate
Tony Walsh
Chief Operating Officer
Derek Ruan
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Leonard Green
Compliance Manager
James Cordle
Senior Trader
Josh Lev
Vice President, Investment Research
Morten Roness, MBA
Vice President, Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Peter Amling, CFP®
Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Lucas McDonnell
Client Service Associate
Steve Racius
Associate Wealth Advisor
Joshua Fein
Controller
Wayne T. Slappy
Wealth Advisor
Aimie Lalas
Tax Administrator
Rina Pineda, CPA, MST
Director of Tax Consulting
Wyatt Gibson
Junior Tax Associate
Alexandra Miller
Full Charge Bookkeeper
Justin Iskander, CFP®, CPA, MBA
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Richard Stucki
Senior Tax Reviewer
Joseph Brandolino
Associate Wealth Advisor
Steven Dymant
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Alejandra Guzman
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Anthony Kim
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Michael Rashtian
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Katherine Neto, AWMA®
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AI Strategy & Operations Manager
Daniel Atchinson
Junior Tax Associate
Dylan Drake
Marketing Associate
Luke Everhart
Business Development Associate
Tyler Resh
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Jennifer Prendergast
Tax Operations Lead
Jordan Thatcher
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Administrative Assistant
Nina Weiss
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Lesny Espinoza
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Ceasar Garvida, CFP®, CIMA®
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