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Ryan Saidi, AIF®

Sr. Vice President, Wealth Advisor
Education and Credentials
University of Oregon
AIF®

Ryan graduated from the University of Oregon with a Bachelor’s degree in Economics, while minoring in Business. The distinct value he provides to his clients is not necessarily concentrated in neither market timing nor predicting the next area of strength, but rather the design and strategic implementation of a long-term strategy to help reach each client’s individual goals and objectives over time.

Ryan recognizes each family is unique, and utilizes prior experiences to tailor custom-fit solutions for their particular needs. His ultimate career aspiration is to build a healthy, honest, and trusting relationship with his clients that will last for generations.

During his free time Ryan enjoys Lakers basketball, and has a personal goal to visit every national park in the country.

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

Other Team Members

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