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

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