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

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