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

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