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

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