Buildings

Derek Ruan

Associate Wealth Advisor
Education and Credentials

Derek Ruan is a dedicated financial professional with a strong background in wealth management and client service. Born in Guangdong, China and raised in Los Angeles, he is trilingual in Mandarin, Cantonese, and English—allowing him to effectively connect with a diverse client base.

He began his career at Signature Estate & Investment Advisors, where he was part of a team managing over $2 billion in assets. Now at SteelPeak Wealth, Derek continues to prioritize delivering high-quality, personalized financial strategies that align with each client’s unique goals.

Outside the office, Derek enjoys skiing in the winter and spending time with family and friends in Los Angeles’ Hancock Park neighborhood, where he resides.

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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
Derek
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Tony Walsh
Chief Operating Officer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Wealth Advisor
Cecilia Escobar
Senior Client Service Associate
Brendan Finneran
Senior Portfolio Manager
Justin Iskander, CPA
Wealth Advisor
Nicolo Gori
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Wayne T. Slappy
Wealth Advisor
Steven Dymant
Director of Alternative Solutions
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Teddy Weber, CPA
Tax Associate
Lisa Tashtchian
Senior Client Service Associate
Joshua Fein
Controller
James Cotton
Operations Associate
Bardia Maghami
Fund Operations Associate
Alexis Prigo
Executive Assistant
Lioness Ebbay, Esq.
Director of Estate Consulting
Nick Sailer
Investment Analyst
Airene Williamson
Chief Legal Officer
James Cordle
Senior Trader
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Nina Weiss
Client Service Associate
Tyler Resh
Chief Growth Officer
Joseph Brandolino
Client Service Associate
Josh Lev
Alternative Investment Associate
Eric Hua
Portfolio Manager
Flavia Nunes
Wealth Advisor
Daisy Stinson
Client Service Associate
Rina Pineda, CPA, MST
Director of Tax Consulting
Sam Sosa, J.D.
Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Senior Client Service Associate
Peter Amling, CFP®
Wealth Advisor
Leonard Green
Compliance Manager
Roger Lopez
Wealth Advisor
Lexi Shaheri
Client Service Associate
Samantha Orellana
Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Rich Winer
Vice President, Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Kim Zajic
Chief Administration Officer
Kingsley Choi
Wealth Advisor
Michael Rashtian
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Stephanie Valderrama
Administrative Assistant
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Summer Larzelere
Senior Tax Consultant
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Jordan Thatcher
Senior Tax Consultant
Spencer Mittin
Business Development Associate
Maddie Zakarian
Administrative Specialist